|Location: BRISTOL, AVON||Salary: 35000 - 45000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 4 months ago||Reference: 3305521|
· Research and undertake technical assessments of cases submitted by Advisers.
· Produce compliant and technically accurate suitability letters and reports within reasonable timescales
· Act as author of suitability letters which will be signed off by an appropriate qualified Adviser
· Assist in answering client queries
· Liaise with compliance department regarding technical queries
· Deal with complex cases and identify solutions
· Meet all regulatory and departmental requirements (as detailed within the role profile).
· Keep up to date with legislation changes and brief Advisers accordingly
· Obtain illustrations from insurers along with technical information, performance enquiries and general provider information
· Analyse raw data and research product markets to assist advisers in making client recommendations
· Deal with clients by telephone, email, face to face and in writing
· Deal with client requests in a timely and professional manner
Administration and Record Keeping
· Manage records and data appropriately in line with Group policy.
· Ensure comprehensive client records are kept and that these are accurate and up to date at all times.
· Help with the management of workflow and ensuring backlogs are minimised
· Ad hoc duties as requested
· CII Diploma in Regulated Financial Planning (or level 4 equivalent)
· Degree educated (preferred)
· Strong academic track record
· Proven Paraplanning experience.
· Demonstrable relevant experience gained within an IFA or similar financial services organisation
· The jobholder must demonstrate a good knowledge of all issues relating to the Financial Planning profession and of the financial planning department.
· Critical analysis skills are essential
· Literacy and numeracy are essential
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