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Paraplanner / Administrator

Level 4 qualified or working towards achieving all RO exams. Qualification is not essential if you have extensive years of experience and knowledge is evident.

Full time – Office based Position. Based in Beckenham, BR3

Essential skills required:

* The ability to produce comprehensive, accurate and clear Suitability Reports, to write reports on a wide variety of topics including Pensions, Investments, Inheritance tax, and Protection

* Knowledge of completing & demonstrating cash flow modelling plans ahead of client meetings

* Assist in the preparation of tax calculations where necessary from CGT calculations to top slicing calculations as and when required

* Undertake research to identify suitable solutions to meet the client’s needs, this will involve obtaining information, quotes, illustrations and product details in order to provide comparisons for analysis.

* Discuss client objectives with Advisers and Identify any shortfalls in client information and take responsibility to discuss outstanding requirement with the appropriate personnel

* Carry out regular reviews of clients’ financial plans, circumstances and objectives

* Deal with complex and technical client queries as and when they arise

* Interpret new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.

* Experience liaising with third party providers; to acquire additional information that may be required to assess the client’s needs and to assist with our recommendations.

* Liaise with Business Assurance (SJP’s internal compliance body) and ensure cases are graded as suitable first time on all pre and post approval checks

Administration

* Ensure new business and client files are fully compliant

* Oversee the Practice workflow

* Manage case tracking on My Practice & ibusiness cases

* Issuing letter of authorities (LOAs) to providers

* Chasing financial institutions to provide requested information

* Telephone liaison with Administration Centres and Paraplanners

* Creating and updating client records and our databases with financial and personal data

* Have in-depth knowledge of Salesforce the company CRM system in detail (Training provided)

* On boarding new clients to our company CRM

* Preparing client files for meetings

* Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things

* Completing illustrations and applications for new business

* Processing New Business and chasing through to completion

* Processing Application forms

* Complete an audit at the end of each case to make sure that all documents are where they are supposed to be

* Other adhoc duties

Person Specification

Excellent grammar, spelling and punctuation skills;

A high standard of personal organisational skills;

Experience of working to targeted service standards and procedures;

A good working knowledge of regulatory requirements;

Evidence of continual learning and development of skills and knowledge;

An adaptable and flexible approach to work within a changing environment;

Experience of working unsupervised with a high level of self-motivation;

Good IT skills covering MS Office, MS Outlook, MS Excel and back office system

CII Diploma in Financial Planning or Regulated Financial Planning

Knowledge of using CRM systems such as Salesforce