Key skills
Mentoring
About this role
Role Overview
- Draft suitability reports with guidance from the Financial Planner
- Liaise with Financial Planners to ensure information received is complete and accurate
- Assist in interpreting adviser’s client meeting and prepare suitable recommendations
- Provide guidance to advisers on aspects of specific cases
- Ensure customer experience follows the Group’s defined standards
- Update workflow records for accurate management information
- Follow and promote best practices for adviser support and client facing processes
- Manage own case load efficiently and keep records up to departmental standards
- Obtain and analyze data for existing policies/schemes of clients
- Maintain technical knowledge and industry knowledge
- Provide coaching, mentoring or training support for Paraplanners
Requirements
- 1+ years’ experience in a Paraplanning role in a similar environment
- Level 4 Diploma in Financial Planning
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full range of advice
- High-level understanding of FCA COB rules
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!