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Assistant Paraplanner - Bristol

Reference:

VAC-41

Sector:

Paraplanner, Sales Support

Salary:

£22,000 to £26,000 Per Annum

Benefits:

Full benefits

Town/City:

Bristol

Contract Type:

Permanent

Assistant Paraplanner

Do you have experience in financial services administration and looking to become a paraplanner?

We have a new opening for an Assistant Paraplanner to join a leading independent advisory company based in Bristol.

The Role

  • To support Advisers, and ultimately clients, in the advice-giving process with administration, product research and production of application forms and supporting literature.
  • Proactively engage with obtain information on existing policies; this will include issuing letters of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
  • Produce new business illustrations.
  • Prepare information/comparisons for analysis by the Paraplanner and Adviser.
  • Request and obtain application forms and other associated paperwork.
  • Ensure appropriate data is accurately recorded on Company back-office system(s) and
  • updated in line with Company procedures.

Skills and Attributes

  • Understanding of the Financial Planning process.
  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Ability to multi-task and to prioritise and plan own workload.
  • An assertive “can do” approach to dealing with product providers and fund management groups.
  • It’s desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as IO/AO/X-Plan, Financial Express Analytics, O&M Pension Profiler.
  • Effective verbal and written communication skills.

For immediate consideration please forward your CV to david@advanceyourcareer.com 

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.