Posted on Aug 15, 2019 by CV-Library
Full Time, Permanent Position
Office Angels are recruiting for an outstanding Financial Service organisation based in Gateshead who have a brilliant reputation coupled with the fair and honest treatment of those who work in our organisation and those who use our services is paramount to the way we work. As an employee of the company your attention to these principles will play a big part in our future development and help us to maintain and build on our achievements to date.
As a 'Para-Planner' you will be responsible for the delivery and ongoing maintenance of financial services Para-Planning duties and business development support which provide front line services to the clients, advisers and senior management.
You will report directly to the 'Para-Planning Team Leader' and your day-to-day duties will be to deliver accurate and comprehensive research, analysis and suitability report construction which will demonstrate a care for consumers and respect for the regulatory obligations of the firm.
The role will require you to work on your own initiative but also as part of Para-Planning and the wider team where you should demonstrate personal responsibility, accuracy in the execution of your duties and an overarching integrity as befitting this important role.
Roles & Responsibilities:
First line telephone communication with advisers, scheme administrators and trustees
Carry out detailed research and analysis in support of product/provider suitability
Undertake client portfolio research and provide comparative analysis to advisers
Liaise with providers by telephone/correspondence in relation to new and existing business
Scan and record client files to the back-office system in line with business standards
Administer and generate business related correspondence to clients, product providers etc.
Manage workflow and diary entries to an efficient standard, in line with expectations
Liaise with advisers and other staff members in respect of business and client related issues
Provide typing support to senior managers and other regulated associates
Maintain business records and ensure regular back up of data to protect business integrity
Update and maintain standing data e.g. schedules, templates
Construct and draft suitability letters on behalf of advisers
Handle regulated duties in line with the business and regulatory requirements
Maintain knowledge of business and regulated requirements
Provide regular feedback to senior management in respect of the Para-Planning function
Carry out peer reviews and quality control in line with company standards
Maintain professional, smart business dress, appropriate to the organisation
Ensure punctuality and time keeping in line with your contract of employment
Any other duties as requested by senior management
Skills & Qualifications:
Word Processing and use of Microsoft Office suite
Good numeracy skills and the ability to interpret data
Good standard of written & verbal communication
Effective team player
Strong communication and listening skills
Ability to manage own workload and be self-motivated
Sound time management
A respect for client confidentiality and an adherence to strict codes of professional conduct
Back office and database managementKnowledge Requirements:
Maintain knowledge of FCA rules pertaining to the advice process
Maintain working knowledge of compliance responsibilities
Maintain knowledge of the current market place
Maintain knowledge of Regulatory areas e.g. Data Protection
Ensure appropriate technical knowledge in line with your area of operationOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser
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