Paraplanner

4 days ago

Bracknell, United Kingdom Source4 Personnel Solutions Full time

**Responsibilities**:

- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Collate and evaluate client policy/investment/pension
- Writing suitability reports
- Researching products and funds using software such as Select a Pension, FE Analytics and Defaqto
- Create and maintain client files and enter details onto back-office database
- Liaise with Trainee Paraplanners
- Submitting Business on internal and external systems
- Create and maintain client files and enter details onto back-office database
- Submitting Business on internal and external systems
- Prepare paperwork
- New business processing and submission to Business Quality
- Liaise with a range of stakeholders from compliance department to various external providers
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products

Person / Experience Required
- Ability to build strong working relationships with both IFAs, and the rest of the team.
- Previous experience of working within a similar role within a financial services business minimum 1-3 years
- Diploma qualified or working towards
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Attention to detail and accuracy
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Experience of maintaining good working relationships in the delivery of financial advice services
- Experience in writing complex and detailed reports for cases
- Ability to assess information, make comparisons and identify critical features
- Set own goals and want to deliver agreed targets
- Proficient knowledge of Pensions and retirement planning, Investments, tax planning and regulation within the financial services industry

Salary and benefits:

- Compensation dependent on skills and experience
- 25 days annual leave
- Birthday off as additional leave
- Auto enrolment pension *after age 22
- Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme

Please note:

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