Experienced Paraplanner Job - PRE/205273 | Brook StreetYou will:
Participate in all team communications (meetings/emails etc) to ensure a proactive and informative contribution is made.
Make a positive contribution to support the team working collectively and consistently at all times through regular communication, sharing of information, job shadowing, on the job support etc.
" Understanding of the Financial Planning process
" Able to work within defined business processes
" Ability to achieve agreed outcomes without supervision
" Prioritise and plan own workload
" Detailed and accurate
" Excellent inter personal skills, both written and verbal
" Ability to multi task and prioritise effectively
" Good IT skills
" Good report writing skills
" Ability to work independently and in a team
Knowledge & Experience
" Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
" Experience in writing complex and detailed reports for cases
" Ability to assess information, make comparisons and identify critical features
" Ability to acquire update and apply new skills and knowledge
" Set own goals and want to deliver agreed targets
" Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
" Experience in working with various pension and investment providers extranets.
" Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels
" Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business
" Professional integrity: The strength of character to explain a professional point while having empathy with a customer
" Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers
" Flexibility: The flexibility for and commitment to continual service development and improvement
" Training: Ability to contribute and support the delivery of a training programme. Be able to work within defined business processes.
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