Adviser Support/Paraplanner - Wealth Planning

Recruiter
Reed Insurance
Location
Oxfordshire
Posted
07 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client a well established and fast growing Financial Services Company, who provide advice on Savings, Investments and Retirement Planning are looking to recruit an Adviser Support/Paraplanner. Although relatively small, they pride themselves on the personal service they offer to their clients. If you are looking for your next career move, they reward talented individuals and you will be recognised for your skills and exposure. Diploma qualified or working towards it would be a distinct advantage. The company has a really flat structure and a can do attitude by all the team, regardless of level.

The main duties will include the following:-

Writing Suitability letters
Producing client Annual Review documents
Checking and signing off work of other members in the client team
Investment work – working with the investment officer to do investment research and loading funds onto platforms
Quarterly re-balances
Processing new business, including research
Arranging and preparing for client meetings, including producing portfolio valuations and client meeting packs
Attendance at client meetings and meeting notes
Technical advice to other staff in client team
Monitoring AO task allocation and client team workload
Administrative client-related tasks as allocated in AO
Issuing letters of authority and diarising for the return of policy information
Preparing and submitting applications and supporting documents to product providers
New business processing, including inputting new business proposals to the back office system in line with Company procedures
Undertaking fund switches on the instruction of the client
Maintaining accurate records of communications and correspondence on the back-office system and maintaining client files in line with compliance procedures
Understanding regulatory rules and guidance and how this applies to the advice process
Dealing with Pension transfers

To be considered you must be able to demonstrate the following:-

- Background within Wealth Planning Administration/Trainee Paraplanning
- Currently a Junior Paraplanner looking to progress
- Full Diploma or working towards this
- Writing suitability letters within an IFA Practice

In return our client offers an excellent salary and benefits package.

Reed Specialist Recruitment Limited is an employment agency and employment business

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