Relationship Manager / Paraplanner

Recruiter
Six Degrees Recruitment
Location
Cumbria
Salary
From £20,000 to £26,000 per annum As Listed in JD
Posted
03 Oct 2017
Closes
04 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Relationship Manager
Purpose:
To assist the Financial Planner in all aspects of the client relationship to ease the amount of administration work they become involved in.To oversee, prioritise and manage the team workload for the Planner(s) proportionately to client bank and prioritise the work of the Assistant Relationship Manager where appropriate
Key Tasks:
•Assisting the Financial Planner in their client relationships•Filtering calls from clients, assisting where possible and passing the query to the Financial Planner if necessary•Organising client reviews & appointments•Providing commentary on fund & portfolio performance based on last valuation•Assisting the Financial Planner with their time management and workflow•Organising weekly catch up meetings with Financial Planner and organising follow up work•Relevant follow up work to be documented and passed to Client Services Team within agreed timescale•Assisting with analysis and research to prepare a financial plan & pension transfers, including use of research systems etc. and producing supporting documents•Checking client profitability reports & advising Financial Planner of any required actions •Establishing needs and objectives of client from fact find, undertake research & consolidation information to write the Financial Plan/suitability letter•Obtaining relevant documents to support the Financial Plan/suitability letter (e.g. fund fact sheets)•Attending client meetings and note taking, where necessary•Completion of application forms where possible both on-line with the client & paper•Ensuring client files are compliant and tidy on an ongoing basis & proactively looking at ways to improve Planners file check score•Ensuring that all compliance requirements are being met, remedial actions from compliance file checks are completed
Entry Level Requirements:
•A Levels or equivalent NVQ, BTEC in Financial Administration •R01 (or CF1)•Flexible attitude to work hours•Willingness to participate in learning opportunities/events outside of usual work hours

Further Requirements:

Achieved or working towards CII Level 4 Certificate in Paraplanning and/or CII Diploma in Regulated Financial Planning Qualification

The candidate will need to have a good understanding of the different financial solutions available in the market place and should be looking to further their knowledge in areas including; investments, protection, pension, tax and mortgages


Employee Benefits:
•22 days holidays + bank holidays + currently 3 additional days off between Christmas & New Year•Death In service Scheme•3% company contribution Pension Scheme•Annual appraisal•Bonus scheme•Birthdays - Paid day off if your birthday falls on a working day•Free full financial planning service with no ongoing fees•Attendance at annual company conference
This job was originally posted as www.totaljobs.com/job/76660037