Job Description

Summary of Key Responsibilities and Role

o

The role will involve promoting the company's services in a professional and FCA compliant manner.

o

Initially starting as an IFA Administrator supporting the Paraplanners within the team and working in collaboration with Private Client Advisers with progression towards becoming a Paraplanner if desired.

o

Duties include dealing with letters of authority, withdrawals, valuations, client queries and business packaging and processing. Plus, ongoing running if the IFA back office system.

o

Preparation of annual review packs and meeting packs for IFA's

Principle Responsibilities

o

Work towards being able to demonstrate an understanding of pensions, investments, protection, and corporate schemes.

o

Prepare annual review packs for the clients and Private Client Advisers and assisting them with the review process.

o

Have full commitment to open and honest business practices in line with regulatory requirements.

o

Support the Paraplanners in research and analysis to meet client needs and objectives.

o

Support the Paraplanners to enable them to prepare client financial plans and suitability reports.

o

Working with the Paraplanners and Private Client Advisers you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report.

o

Inputting of data into the back-office system and ensuring this is maintained with current information and always kept up to date.

o

Complete continuous professional development to meet best practice requirements and personal development needs. This will include professional qualifications and attending courses provided by third parties.

o

You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.

o

Attend client meetings with Financial Planners as required.

o

Deal effectively with queries from clients and other parties through effective communication. Have confidence in ability to communicate by telephone, email, and other media.

o

Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's present arrangements, needs and to formulate recommendations.

o

Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.

o

Use Company Systems and input Will and Trust cases for the Private Client Advisers.

o

To demonstrate full commitment to open and honest business practices in line with regulatory requirements.

o

To make appropriate recommendations for service improvement.

o

To undertake any other appropriate duties as may be required.

o

To attend and complete relevant training.

o

To co-operate with and take part in the business's appraisal process.

o

To demonstrate support for the Firm's development and values.

Key Knowledge and Required skills:

o

Excellent administration skills and good attention to detail

o

Excellent communication and organisational skills

o

Excellent IT skills o The ability to learn quickly and be a team player.

o

The ability to learn how to use different software used across the company.

o

You will be a good communicator, confident on the phone and the written word.

o

Competent with diary management.

o

You should be PC literate - you will require a thorough working knowledge of using MS Outlook/Word and a basic level of MS Excel.

This role may lead to the opportunity to develop as a Paraplanner

Job Types: Full-time, Permanent

Pay: From 24,000.00 per year

Benefits:

Casual dress Company events Company pension Employee discount Free parking On-site parking Referral programme
Schedule:

Monday to Friday No weekends
Location:

Leamington Spa CV32 6JX (preferred)
Work Location: In person