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SalaryJunior Paraplanner
Royal Wootton Bassett
Salary £24,000 - £30,000 p.a. (depending on experience) + Bonus scheme
We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Junior Paraplanner to join the team and assist in this mission.
Junior Paraplanner - Role Overview
- To support the Advisors to help them when informing & advising clients on financial strategies, plans and products. Prepare and organise the technical tasks, illustrations, and reports as required.
Key Responsibilities:
- Prepare Suitability Reports including, Replacements, New Business, Ongoing Advice to include decumulation, ensure cases are fully compliant
- Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
- Research and analyse financial products to meet client requirements and objectives;
- Take full responsibility for the client files and back office IT records throughout the advice process;
- Deal with general client queries by supporting the advisors and Client services team - Including but not limited to Pension Withdrawals / Trust Amendments /Investment Withdrawals / Bereavements
- Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
- Work within and stay up to date with advice framework changes;
- Conduct Research; Create illustrations; prepare supporting documentation, prior to sale
- Provide Technical Support to Advisors and client services team
- Ensure that cases are complete post-sale with all required client identification documentation and necessary application forms;
- Process applications accurately and record the required management information;
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
- Attend and contribute to regular update meetings with the Team;
- Maintain technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties.
About You
Knowledge and experience:
- Knowledge of relevant regulation and legislation;
- Experience of client management systems;
- Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.
- Previous Financial Services Admin / paraplanning experience within an IFA or Wealth Management environment (essential);
- Minimum Level 4 Diploma PFS qualified or working towards it (or significant industry experience);
- Familiar with research systems (e.g. Analytics, Voyant etc.)(Desirable not essential);
- Experience in the administration of Wealth Management Products Pension / Protection / Mortgage / IHT and Investment products(Desirable)
Skills and behaviours:
- Exceptional attention to detail / Able to transpose information accurately;
- Strong numeracy & written skills;
- Comfortable creating Suitability Letters;
- Confident in dealing with third parties and can work with total discretion;
- Highly organised with excellent communication skills;
- Broad experience of Microsoft Office (Outlook, Word, Excel);
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive can do attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Enthusiasm to help clients.
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Uses experience to provide support to the administration team, and fully supports the needs of the advisers.
- Open to change with a creative approach to problem solving
Benefits
- a bonus of up to 20% of salary
- a 5% employer pension contribution
- £100,000 death in service cover
