Job Specification

The Role

• Develop positive working relationships with colleagues across Business Assurance, Administration and all other departments.
• Responsible for on-going maintenance of client records, ensuring all information is scanned and recorded promptly and accurately with relevant systems.
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
• Undertake research both independently and with the Adviser to identify suitable solutions to meet the client’s needs
• Identify and collect any outstanding relevant quantitative information required to compile a financial report.
• Check all compliance paperwork is present.
• Prepare suitability letters in accordance with the agreed recommendations.
• Complete application/proposal forms where required.
• Assist with the drafting of transfer suitability letters, new business suitability letters and collating relevant mandatory documentation.

The Person

• Previous Para-Planner experience is essential
• Experience of working for an IFA Practice or an independent IFA
• Experience of pensions or DB transfer
• Diploma level qualified would be advantageous
• Experience in writing up of replacement business cases
• A desire to work in fast paced environment
• Excellent communication skills
• Driven to succeed both individually and as part of a team
• Quick to learn, understand and suggest changes to processes to improve efficiency

The Benefits

• Permanent opportunity
• Pension Scheme
• Very pleasant office environment
• Parking on site
• Full support with training courses and on-going development
• Opportunity to develop skills and to deal with different levels of staff