IFA Administrator/Paraplanner to take responsibility for the production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for Sales Consultants.
Provide analysis, detailed research of funds and providers, report writing and product recommendations for client presentations and/or reports.
Provide all advice within a strict ethical and compliance framework and under guidance.
Provide technical support and back up to Sales Consultants and the Sales Support function.
Complete portfolio reviews and rebalancing requests.
Deal with client and insurer queries to completion via the telephone or in writing.
Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly.
Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required.
To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time.
Essential requirements: Qualified to or studying towards Diploma level with a desire to achieve Chartered status;
Whole of market IFA background; Excellent research, analysis and report writing skills; Proficient with Word, Excel applications and spreadsheet production.
Desirable: Experience of working with Intelligent Office; Chartered Status.
Values: vision, commitment, service delivery, innovation and adaptability.