Trainee Paraplanner Financial Planning J859
Cheadle
£ Salary negotiable depending on experience
Administrator/Trainee/Paraplanner required to provide an effective and efficient administration service to the highly qualified and experienced Advisers and to Head Office.
- Administrators will be involved in the following, progressing on to the training areas and areas of responsibility once the role progresses.
- To assist Paraplanners and Advisers with the processing of cases
- To ensure the completion of all New Business cases in a timely and efficient manner
- Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service
- Produce client summaries as requested for new and existing clients within specified deadlines
- Preparing Client Review Packs
- Advise product providers of changes of agency and sending and chasing Letters of Authority to providers
- To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case
- Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
- Produce Adviser Figures, both gross and nett, on a weekly basis
- Ensure new business submitted to the relevant providers is fully completed and compliant
- Monitor new business progress and chase outstanding documentation
- Accurately check and issue Policy documents where appropriate
If not already experienced/qualified, the aim is to progress you in to that of Trainee/Paraplanner with some of the following training areas and responsibilities
- To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners
- To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner
- To assist the Technical Services Manager in mitigating and highlighting any risks to the business
- To provide relevant MI data when requested to the Management Team
- Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice
- To provide technical support, highlighting areas of possible business to Advisers
- To use the approved research tools to provide the adviser with research to support their recommendations
- To analyse and research options for the advisers including products and providers as necessary
- To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning
- To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate
- Provide support to the Technical and Services Manager as required
- Assist other colleagues with any technical and compliance queries as require
- Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained
Please apply for further company details.
Salary negotiable and competetive, depending on experience and/or qualifications.
To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com
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