|Location: SWINDON, WILTSHIRE||Salary: 26000 - 32000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 4 months ago||Reference: 3086364|
1. To support the Directors/IFA in building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process.
2. To provide research across the market for all product areas, making recommendations consistent with client requirements.
3. To provide accurate, timely and compliant suitability letters/reports. Understanding the whole market place and making recommendations that are applicable to client’s current and future tax, investment, mortgage and pension requirements.
4. To understand and use all available technology to produce cost effective solutions for clients.
5. Think about everything you do – ask yourself is it important and/or necessary from a commercial viewpoint.
6. To be proactive in self-development and understand industry changes.
7. Post to be used as a last resort in all communications with clients.
8. Control and prioritise all work through proper use of the activity system.
9. To check all documents issued are compliant according to FCA guidelines and MFSL additional compliance requirements.
10. Effectively handle client enquiries and identify advice opportunities.
11. Assist IFAs with any campaign activity and management.
12. To provide a technical service to our clients.
Qualifications & Skills:
Minimum Full Cert PFS, working towards Level 4 equivalent
Proven Paraplanning / tehcncial support experience
Whole of market product knowledge
Excellent written & verbal communication
Planning and organisation skills
This is a fantastic opportunity to join a tight knit team where your Paraplanning experience will be valued with the opportunity to progress and grow.
Please contact me today on 0117 930 4820 and send an up to date CV to firstname.lastname@example.org
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