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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Beckenham
Industry:
Salary: 27000 - 29000
REF: 002
Contact Name: Julie Rose
Contact Email: julie@julieroserecruitment.co.uk
Job Published: about 2 months ago

Job Description

We are looking for a Paraplanner with at least three years experience for our financial services client on the outskirts of Beckenham.

Ideally we would like a candidate with at least 3 years Financial Services experience, at least R01 qualified, someone who is happy to continue studying towards their Level 4 Diploma.

DUTIES:

New business functions:

  • Prepare the new client files, which will contain the basic fact find questionnaires and prepare basic client information on to Client-Assyst database
  • Send off letter of authority to providers and request correct information
  • Chase providers for the return of this information, which should include projections and policy details
  • Prepare an O & M platform comparison report to justify the platform recommendation
  • Prepare suitability reports from templates in dropbox to the required standard
  • Prepare fund comparison with of fund recommendations from Trustnet
  • Prepare investment process sheets for selected funds

New business log submission

  • Client assist up load with platform chosen and review date
  • Prepare on-line submissions and produce all necessary paperwork for adviser’s client to sign
  • Prepare client file in the agreed standard format
  • Record client’s funds on central client fund spreadsheet
  • Keep an eye on all transactions via the platform provider to ensure funds requested are received and that the investment funds are invested as expected
  • When appropriate, ensure that client benefits are paid out promptly and efficiently
  • Send out client customer satisfaction survey

Existing Clients - Review Meeting

  • Prepare the portfolio performance figures for the adviser at the agreed dates, i.e. compare from inception and/or from last review, with fund fact sheets and scorecards
  • Amended documents after the advisor meeting to incorporate agreed changes in funds, document changing client needs
  • Action any fund switches
  • The administrator is to ensure at all times that client files are scanned fully up to date

Existing Clients - General Duties

  • Action ad hoc client requests, after speaking with adviser, such as payment of benefits, platform alterations: changes of client bank account etc.
  • Scanning post and archive client files
  • Shredding of client files

PERSON SPEC:

  • We are looking for a candidate who is on their way to being Level 4 Diploma qualified (has some of the R0 certificates, at least R01 qualified), or is already qualified
  • You must be well organised
  • Have technical knowledge of financial services
  • Analytical