Paraplanner

Paraplanner

Horsham - up to GBP38,000

Purpose

• The role of Paraplanner will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.
• Provide the level of service required by the Company for the consultants in line with client and investment proposition.
• Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required Paraplanners will provide assistance to the Compliance department.
• When required assist Network members with technical and product queries in a timely manner.
• In order to fulfil the above it is expected that you will liaise with members of the team and also senior management, reporting regularly to the National Administration Manager.

Qualifications

• Level 4 or Paraplanning equivalent to work towards Level 4 once in the role.

Experience Required

• 2-3 years previous experience within Paraplanning is essential.

Knowledge Required

• Previous knowledge of the Insurance/Financial Services Industry is essential.
• An understanding of the sales process and how advice is provided to clients within a compliance driven business.
• An understanding of independent versus restricted advice

Practical Skills

• Good keyboard skills
• Practical experience with Word, Excel and Database applications
• Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
• Experience of Intelligent Office CRM is desirable
• Good communication skills
• Problem solving
• Time management
• Up to date knowledge of financial services providers and products