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Posted By: BrightSpark Recruitment
Address:
Contact:
Date Posted: 30th Jun 2008
Salary: £23,000
Location: Newmarket
Reference Code: BS288
Views Since Posting: 3
Full Description:

On behalf of our Newmarket based client, we are looking for an experienced Paraplanner to work on the private client side of the business, you will be responsible for providing a total Technical/Planning Support service to the Directors responsible for Individual Wealth Management; maintaining, in respect of all client, introducer and internal matters complete confidentiality, directly managing, with the aforementioned Directors and colleagues, Individual Wealth Management Client affairs, from new business through to annual servicing, including valuations, fee and commission inputs etc and to develop and maintain business relationships with key introducers, with clients, insurance company people and other visitors to the office.

You will be coming with Full Financial Planning certificates and ideally 4 G.C.E. “O” Levels/ G.C.S.E. (including English Language) and you should have experience of working within a similar role at an appropriate level. As well as this you must have:

• Excellent abilities in the area of time management and prioritisation.

• Organisational skills.

• Excellent written and oral communication skills.

• A great telephone manner.

• A strong work ethic.

In addition you must be:

• Confident in dealing with people at all levels.

• Innovative and pro-active.

• Able to take responsibility and work well under pressure.

• Able to prioritise effectively and meet deadlines.

• Prepared to work outside of the normal hours, when circumstances require.

• IT literate to a high standard, especially with Microsoft Office, including Word, ideally Excel and Access, PowerPoint and if possible 1ST software.

• Numerate to a high standard.

An example of your day to day duties is as follows:

• Assist in solving client/insurer issues

• Ensure IT records (and whilst still used, paper client files) correct and up to date, scan some documents and ensure others are scanned by support staff

• Correct financial management, including controlling office expenses, commission loading and (possibly) reconciliation

• Assist in development of motivated/hard-working team

• Utilise, develop and improve working systems, maintaining, implementing and at all times following laid down processes

• Provide input into Board and Management meetings, as required (not often!)

• Ensure compliance procedures followed and new business process adhered to.

RESPONSIBILITIES TO DIRECTORS (AS SUPPORT)

• Primary point of contact for designated clients

• Management of work for designated clients

• Identify, analyse and resolve client problems, including drafting of reports and reason why letters, selection of funds, fund research and maintaining any fund selection criteria

• Valuations to be promptly and accurately prepared and issued when required

• Insurance Company liaison

• Product research as required, ultimately assisting with recommendations

• Support to Directors in provision of Individual Wealth Management proposition

• Ensuring compliance and money laundering requirements completed

• Ensuring delegation, when possible/ appropriate

• Assist in development of clients

• Attendance at client meetings, where appropriate/ required

• Implementing corporate strategies

REGULATORY WORK

• Assisting with the maintenance of the compliance function will include ensuring that all/ any appropriate Compliance Records & Registers are properly maintained and all/any required reports are produced within the correct timeframe – this will include liaison with the joint Compliance Officers.

• Compliance within the firm is treated as a proactive tool. You will be expected to maintain the highest compliance standards at all times.

TRAINING & COMPETANCE

• In conjunction with the general compliance procedures your work will include the identification and implementation of training and development programs for yourself, and possibly for junior members of staff.

• Maintenance of records for Continuing Professional Development (CPD).

• Consideration of whether examinations may be appropriate/ desirable as a training/ personal development tool, and feeding back to Operations Director where appropriate.

• The aim is to sustaining a professional approach at all times and keep abreast of developments within the Financial Services industry to ensure that clients develop and retain every confidence in the level of service that they receive.

SITE MANAGEMENT

• With all colleagues, and particularly under the guidance of the Operations Director/ Management PA, managing the office space. This may require a basic understanding of Health & Safety legislation (training will be provided if appropriate) and also basic security issues e.g. understanding that the office is equipped with appropriate levels of fire prevention and other emergency equipment; and knowing of their location and applications.

• Maintaining the working area in an excellent and professional manner.

MARKETING

• Assisting when called upon with the general marketing of the company, including liaison with all professional connections

• Occasional assistance with seminar preparation and possibly on-the-day delivery of same.