About the Company

Our client, a UK wide national Financial Services company are now looking to expand their Bristol function and so are looking for Paraplanners to help service their growing client book.

About the Role

You will provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
• To ensure that the customer experience follows TWP defined standards and TCF is always maintained.
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
• Update workflow records to facilitate the production of accurate management information in a timely manner.
• Ensuring relevant workflows are kept up to date to accurately reflect workflow.
• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
• Ensure the agreed outcome meets the company’s compliance standards and FCA rules.
• Achieve set output targets for producing ongoing advice documents.
• Ensure effective communication with Client Support, advisers, and other colleagues to ensure a great customer experience.
• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
• To obtain illustrations and Key Features documentation in support of recommendations to clients.
• To assist the administration team in the processing of any new business linked to their cases.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Perform ad hoc tasks as and when required.

Qualifications

• Experience in a Paraplanning role in a similar environment.
• Experience of working with IT systems that support this service.
• Good technical knowledge and understanding of FCA COB rules.
• Ideally, Diploma in Financial Planning (or working towards).

Required Skills

• Ability to liaise with colleagues and clients in an articulate and pleasant manner.
• Ability to work under pressure and manage own workload.
• Ability to work as part of a team and to learn new skills/knowledge.
• Excellent standard of written and verbal communication.
• Analytical mind and excellent attention to detail.
• Excellent time management skills with an ability to work to deadlines.

If you want to hear more about these fantastic opportunities please apply ASAP for an informal chat.