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Artemis Recruitment Consultants Ltd
,
London, Greater London
Paraplanner Support
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Job Type: Full-time |
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Overview
A highly successful Independent Financial Adviser (IFA) practice. Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred to them through our extensive range of professional introducers. Authorised and regulated by the Financial Conduct Authority (FCA), They have carefully nurtured an unrivalled reputation for imaginative solutions, first-class customer service and a commitment to the highest standards of honesty, transparency and integrity in a complex and crowded industry sector. Our client will reward and value commitment and hard work. Their employees benefit from a dynamic, fast changing working environment that encourages every individual to thrive and shine in their role. Vintage actively encourage personal development and training throughout your career path within the Company, all with a view to provide our valued clients with the best possible service. Job Description : The role of Paraplanner Support is to work alongside one or more paraplanners to assist the advice process in a compliant and efficient manner, by means of the following tasks: Inputting and managing client data on XPlan Understanding and helping with the management of tasks and processes on XPlan Preparing client meeting packs, including compliance documents Understanding and assisting with the review process Maintaining client files Running client risk profiles through Dynamic Planner, understanding the results and preparing risk profile reports and covering letters Gaining a thorough knowledge of the life assurance quotes system through XPlan and subsequently running life assurance quotations Preparing new business applications for compliance sign-off Working with the compliance and operational support departments to ensure the successful submission and completion of new business applications. Attending paraplanner/adviser meetings if required Understanding and starting to use Paraplanner software such as: Genovo Selectapension Analytics Managing fund switches on clients’ pensions and investments. Communicating with clients, ensuring they are invested in line with their risk profile and placing fund switches. Dealing with withdrawals from pensions and investments. Communicating with clients, assessing any tax implications and placing withdrawals. Working towards report writing, starting with pension and investment top-ups and protection reports.