Financial Planning Support Specialist
24 hours ago
About Us
Close Brothers Group is a leading UK-based financial services company with a rich history dating back to 1878. We have over 140 years of experience in providing a wide range of financial products and services to individuals, businesses, and institutional clients.
Job Description:
We are currently seeking an experienced Paraplanner Assistant to join our team at Close Brothers Asset Management. This role will provide administrative support to our Financial Advisers and help with data collection, product research, and the production of application forms and supporting literature.
Key Responsibilities:
- Collect and verify client information by issuing letters of authority and chasing up providers regularly.
- Produce new business illustrations using our in-house or third-party software.
- Prepare information for analysis by the Paraplanner and Adviser, utilizing tools like Pulse, IMAGO, Iress, and other financial planning software.
- Request and obtain application forms and associated paperwork from clients.
- Ensure accurate data recording on our Company's back-office system(s) and adherence to Departmental procedures and Key Performance Indicators (KPIs).
Salary Information:
The estimated annual salary for this role is £25,000 - £30,000, depending on experience and qualifications.
Required Skills and Qualifications:
- Progression with Regulated Diploma in Financial Planning (CII)
- Understanding of the Financial Planning process
- Ability to work independently with minimal supervision and prioritize workload effectively
- Assertive approach to dealing with product providers and fund management groups
- Strong IT skills in Word, Excel, and various in-house and third-party software tools
- Effective verbal and written communication skills
Benefits:
CLOSE BROTHERS ASSET MANAGEMENT OFFERS A CHALLENGING AND REWARDING WORK ENVIRONMENT WITH OPPORTUNITIES FOR PROFESSIONAL GROWTH AND DEVELOPMENT. WE ARE COMMITTED TO EQUITY AND VALUING DIVERSITY WITHIN OUR WORKFORCE AND PROVIDE EQUALITY OF OPPORTUNITY TO ALL EMPLOYEES AND CANDIDATES.
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