Paraplanner - Leighton Buzzard

Employer
Blakemore Recruitment
Location
Leighton Buzzard, UK
Salary
Competitive
Closing date
2 Oct 2020

View more

Sector
Accountancy
Contract Type
Permanent
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Providing Paraplanning support to the Independent Financial Advisers.

There are two main activity types:-
  1. Pre-sale/advice research
  2. Client Servicing
  • From Fact find and know your customer documents and liaising with adviser do research of current portfolio or products
  • Obtain Key Features Documents, illustrations & comparisons, etc
  • Prepare suitability reports for recommendation in consultation with an adviser
  • Set up Intelligent Office plans, including fees expected
  • Track and follow up new plan applications and transfers
  • Prepare client annual reports or suitability reports when necessary & fact finds (see advice processes above)

Generic Skills
  • Undertaking other duties commensurate with the position
  • Creating reports from Client Management Systems (Intelliflo) when needed
  • Problem solving system errors and monitoring their resolution
  • Provide cover for Administrator when needed

Person Specification

Essential
  • In-depth and broad experience of working in a paraplanning role
  • Ability to work on own initiative and autonomously
  • Demonstrate effective organisational skills of own workload, to multi-skill and meet conflicting workload requirements
  • An extensive understand financial terms and acronyms, e.g. KIIDs, LTV, ISA, SIPPs, GPPs, LTA, DTA, CIC
  • Proven commercial awareness, striving and driven towards excellence

Desirable
  • Use of research tools, such as FE Analytics, O&M Pension Profiler, Assureweb
  • Use of Intelliflo or other client management systems
  • Use of many Provider online systems
    • preference for knowledge of Ascentric, Old Mutual SIS, Prudential Retirement Account, Elevate
  • IFS/PFS Level 4 or equivalent
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