Employed opportunities in East Anglia and Kent for Paraplanners and/or PAs. Salaried roles.
The Company
Our Client has been operating in the industry for over 15 years and is a trusted, well-known name in East Anglia, Kent and the surrounding areas. They are a family-run company who have become one of the largest firms in the region.
Their business is rapidly expanding and they are looking for Paraplanners and/or PAs to add to their existing team and assist in driving the company forward. A role with our Client enables employees to be a part of a dedicated team who are committed to offering the best service to their own Clients. Employed opportunities are available in Norwich and Sevenoaks.
USPs:
- A large firm but with a family feel
- Focused on culture and community in the workplace
- Low attrition rate; employees are committed long term
- Career growth opportunities
- Employed roles with salaries, bonus structure and benefits
- Continuous support, training and tools to enable each employee to be successful
Main job tasks include:
- Preparation of New Business Files
- Submission of New Business files and also
the data input of the recommendation and client details on the back office
system.
- Post Sales - pipeline/case submission
chasing
- Manage Review process:
- Book in client review (if required)
- Completion or management of completion of
the portfolio review report
- Action the outcome of the review and audit
of the review
- Client change of agency and information
collection
- Diary management including booking
appointments
- Email management of yourself and adviser
- Ensure income reconciliation is correct
and check income statements regularly
- Lead management:
- Contact Client (if required)
- Update the back office system
appropriately
- Feedback to marketing team or introducer
(if required)
- Answering general queries and requests
from clients over the phone and by email
- Submitting requests to the business
support team
- Completion of draft suitability reports
- Additional Tasks (if app)
- Prospecting new business opportunities for
advisers to generate new income.
Responsibilities:
- Ensure their adviser meets with company
standard compliance requirements.
- Ensure all service levels are met for
relevant clients and audited correctly
- Ensure you understand their advisers
business and activity target for the year and log/monitor the relevant figures
associated.
- Ensure you understand the current business
goals & objectives
- Ensure that all data added to the back
office system is correct and up to date where available.
- Ensure that you understand workload
requirements by associated group resources.
Knowledge:
- Understand and demonstrate company
standard level of skills on all applicable software systems
- Understand and demonstrate company
standard level of knowledge of internal and regulatory compliance requirements
- Have suitable knowledge on Money
Laundering, the company complaint process and TCF.
- Understand the Insight Service Proposition.
Candidate Profile - Paraplanners/PAs:
- Good Customer relations
- Good IT skills
- Excellent time management skills
- Attention to detail and accuracy
- Able to manage and initiate workload
- Good communication skills
- Knowledge within financial services is an advantage
- Knowledge on iO would be desirable (back office)Self-motivated, driven and hungry for business
Remuneration package:
- Lucrative remuneration package
- Salary range: GBP 19-25k p/a (based on experience)
- Pension scheme
- Free parking at the head office in Norwich
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