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Coast Specialist Recruitment
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Maidstone, Kent
Paraplanner Team Leader
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Our client, a growing organisation is looking for a Paraplaner with management capabilities for their office in Maidstone. Key Activities & Responsibilities: - Preparing and maintaining the paraplanning client file (paper / electronic based files). - Discussing client objectives and work requirements with the adviser. - Completing research, analysis and data gathering (including liaising with providers and collating information on investments, pensions and other products, as applicable). - Sourcing quotes and accompanying client disclosure material (Key Features etc.) and saving to client file. - Drafting / completion of Suitability Reports. This will involve the use of Financial Planning software tools, such as Selectapension, Assureweb and FE Analytics. - Assisting advisers with ad hoc requirements. These could range from non-advice related reports to assisting with annual review reports and other activities. - Ensure in-house systems are effectively used to record case progression and work for costs and audit trail purposes. - Awareness of industry changes, including with regards to suitability report requirements and maintaining CPD & FCA knowledge, in line with company and CII requirements. - Ad hoc / miscellaneous tasks. - Manage and lead a team of 4 administrators and a trainee paraplanner. Motivate team members and assesses performance, undertaking annual 1-1’s and regular updates with team. - Provides help to management, including training and communicating compliance updates and keeps management updated on team performance. Communicates concerns and policies among management and team members. - Monitoring the workflow in the team to ensure that cases are completed in a timely manner and meet deadlines. - Required Skills/Experience: - Minimum 3 years Financial Services industry experience, including previous paraplanning experience. - Level 4 - Diploma Qualified (CII). - Excellent knowledge of retail investment, savings, pension and protection products. - Excellent knowledge of suitability report content, format and requirements. - Significant experience composing suitability letters. - Ability to communicate with others confidently whilst remaining flexible/adaptable. - Highly developed analytical, observational, written and verbal communication skills. - Exemplary attention to detail. - Strong people management skills - Strong organisational skills. - Proficiency with using various software packages, such as Microsoft Excel and Word. Desirable Skills/Experience: - Relevant experience with external software/tools, such as FE Analytics, Selectapension, Defaqto Engage, Assureweb, Cash Calc or similar. - Experience with DB or safeguarded benefit pension reviews.