ANTONY GEORGE RECRUITMENT

Responsibility

• conduct research and analysis on products and providers for clients, compiling suitability reports and annual reviews that align with client needs
• preparing client investment review packs and financial summaries of investments for advisor meetings
• research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs
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• we are thrilled to present an exceptional opportunity to join a rapidly expanding organisation as a Paraplanner
• we are pleased to present an exciting opportunity to join a rapidly growing organization as a Paraplanner
• the purpose of this role is to work within a small team to carry out Paraplanning duties for clients and Advisors
• the highlights of this Vacancy are
• to produce high quality suitability reports offering specialist advice and planning across Investment, protection, and pensions
• undertake product and investment research, prepare financial planning reports and recommendations, and implement agreed plans
• A Chartered Financial Planning Business
• vacancy Highlights
• review new contracts and changes in product provider terms, identifying appropriate solutions for product recommendations to Financial Advisors
• obtaining telephone valuations and all other investment information required for client reviews
• reviewing both new contracts and alterations in product provider’s terms, identifying suitable solutions for product recommendations to Financial Advisors
• prepare cashflow modelling scenarios
• liaising with the planning team, clients, and providers where necessary
• duties and responsibilities
• maintain comprehensive research materials and ensure all records are in compliance with company standards
• the Company
• building cashflows and updating assumptions on Voyant
• ensuring that all research material is on file and that records are in line with company Standards
• an amazing company with a fantastic team and an outstanding culture
• to be competent and compliant during all stages of the research and report compilation
• prepare client risk reports using output from risk profiling and cashflow modelling
• analysis of personal client data and preparation of financial plans
• independent / Whole of Market advice
• A salary up to £60,000 along with a bonus of up to 10%
• uphold company procedures for the "back office" operations
• maintaining company procedures for the 'back office’
• analysis of products and underlying investment strategies
• proactively identify opportunities to enhance compliance and best practices, ensuring accurate documentation for all submissions
• support with exams and career progression
• proactively identifying opportunities to enhance compliance and best practice for all submissions ensuring documentation is accurate
• client facing paraplanner attending meetings with the planner
• undertake charging comparisons and obtain as necessary confirmation of platform deals
• file preparation for Annual Review Meeting’s with clients and action any remedial work required following review
• working alongside 70 experienced individuals
• undertake annual reviews for existing clients, conducting thorough research, and analysis, and providing appropriate recommendations where applicable
• undertake annual reviews for existing clients, conduct thorough research, and analysis, and providing appropriate recommendations where applicable
• undertake annual review for existing clients, researching, analysing and making appropriate recommendations where applicable

Requirements

• administrative Duties
• financial Planning
• client Contact
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• financial Services
• paraplanning
• annual Reviews
• researching
• 5 years of Paraplanning experience
• able to 'problem solve’ and formulate solutions
• level 4 Diploma in financial planning or equivalent
• A minimum of 2 years experience as a Paraplanner, with a strong emphasis on report writing
• excellent organisation, communication, and numeracy skills, both written and oral
• sense of humour
• already has or is working towards a Certificate in Financial Planning/Diploma in Financial Planning or similar
• it is desirable to be working towards Level 6 Chartered but not essential
• exceptional problem-solving abilities and the capacity to develop effective solutions
• the ability to work accurately under pressure of tight deadlines
• resilience
• level 4 Diploma in financial planning , or actively working towards achieving the qualification
• attention to detail, with excellent written and verbal communication skills
• the ability to prioritise tasks and remain calm under pressure
• organisational abilities
• excellent knowledge of key areas of financial planning, including trusts, personal taxation, pension legislation, protection, and investment principles
• the ability to work from your own initiative
• team player
• strong professional interpersonal skills, in dealing with both IFA’s, colleagues and clients, with the aptitude to quickly build rapport
• in-depth working knowledge of pensions and investments terminology, processes, and legislation
• minimum 3 years in a similar role within a financial services business
• meticulous attention to detail, coupled with excellent written and verbal communication skills
• excellent accuracy and attention to detail
• ability to listen, learn and develop
• other requirements
• strong professional interpersonal skills, enabling effective interactions with IFA's, colleagues, and clients, with the ability to quickly build rapport
• to have a forward-looking, can-do attitude when dealing with client instructions
• excellent numeracy with the ability to undertake complex analyses of client portfolios
• conversational skills

Earnings for position paraplanner

Responsibility

• undertake sufficient product and market research
• prepare comprehensive client investment review packs and financial summaries of investments for advisor meetings
• preparing client investment review packs and financial summaries of investments for advisor meetings
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• to provide the highest quality of administration support to the team and clients, to reduce the administrative burden to both
• ensure all supporting documentation is maintained as per company procedures
• to build a strong working relationship with the Advisers to provide exceptional administration support in the delivery of the business strategy
• maintain all standards of performance as required by the firm
• obtain telephone valuations and other investment-related information required for client reviews
• to provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood
• ensure relevant CPD is maintained and recorded accurately
• build cashflows and update assumptions on Voyant software
• the accurate and efficient administration of both paper and system-based records and the accurate maintenance of filing of client records
• deal with all client queries, including valuations and policy information
• the production of reports and fund research working in conjunction with the practice manager and teammates
• adding fees/ payaways /splits entries to IO
• liaising with Advisor on a regular basis, to be agreed to update, maintain and review work in progress and task lists
• deal with all types of client queries
• to provide the highest quality of administration support to both the Financial Advisor and clients and to reduce the administrative burden for clients
• understand Adviser Bandings
• collaborate effectively with the rest of the team to ensure timely completion of client cases
• compile meeting preparation packs and attend meetings if and when required
• collate data from fund ratings agencies to update their monthly fund spreadsheet, assess fund performance against their benchmarks, and identify funds that fail to meet criteria
• to build a strong working relationship with the Advisor in order to provide exceptional administration support in the delivery of their business strategy
• understand Introducers / Payaways
• you will also cover Front of House responsibilities when required
• liaising with Directors on a regular basis, to agree, update, maintain and review work in progress and task lists
• oversee management of Annual Reviews and Portfolio Reviews that are due, i.e. ensuring delivery and action by adviser and Review Team
• to drive your own Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross-skill
• compile meeting preparation packs

Requirements

• administrative Support
• admin
• financial Advice
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• client Services
• business Support
• financial Services
• independent Financial Advice
• financial Planning
• wealth Management
• financial Planners
• already has or is working towards a Certificate in Financial Planning or similar
• already holds or is working towards a Certificate in Financial Planning or a similar qualification
• sense of humour
• investment Administration
• software Systems
• resilience
• organisational abilities
• strong organizational abilities
• team player
• ideally, experience within the financial services industry is not essential
• the requisite knowledge for the role being undertaken
• 2-5 years of experience within the financial services profession
• in-depth working knowledge of pensions and investments terminology, processes, and legislation
• ability to listen, learn and develop
• be working to / maintaining basic administration, technical knowledge and qualifications for the job role
• excellent standard of education with a desire for further development through additional qualifications
• ability to listen, learn, and develop
• conversational skills
• excellent conversational skills
• excellent organisation, communication, and numeracy skills, both written and oral
• detailed knowledge and understanding of the firm’s administration and client service requirements
• excellent numeracy skills, enabling complex analysis of client portfolios
• the ability to work accurately, occasionally under the pressure of tight deadlines
• understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
• high level of accuracy in interpreting client and company correspondence, crosschecking information, and taking appropriate actions
• the ability to prioritise tasks and remain calm under pressure
• well-developed interpersonal skills, capable of building positive relationships with colleagues, product providers, and suppliers
• the ability to work accurately under pressure of tight deadlines
• receptive to instruction and training, with a proactive attitude towards self-study and continuous professional development
• strong communication skills, both written and verbal
• excellent accuracy and attention to detail
• to have a forward-looking, can-do attitude when dealing with client instructions
• ideally, you will have a working knowledge of core financial products, including pensions, ISAs, Investment Accounts, Bonds, protection plans etc., but full training will be given to the right candidate
• you will have a working knowledge of core financial products, including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection

Earnings for position administrator

Responsibility

• have direct client contact where appropriate
• work closely with the administration function to ensure standardisation of system, process and working practices
• produce suitability reports and participate in the process of producing templates to ensure compliance and efficiency
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• to manage the paraplanning for new business
• meet with industry providers to maintain a wide understanding of services that can be offered to clients
• produce and distribute annual reviews and regular client communications
• researching solutions and analysis of client situations
• monitor risk exposure, fees, and performance
• preparation of client suitability reports
• Use of FE Analytics to carry out investment comparisons
• working with the team to ensure a smooth process and clients are informed at all stages of the advice process
• Use of the Dynamic Planner Risk Profiling System
• management of one other team member
• cashflow modelling 'what if analysis
• Research and recommend tax lead investment products e.g., E.I.S., V.C.T. & B.P.R Solutions
• deliver advice proposition via multiple platforms and products including ISA/SIPP/Offshore Bonds and collectives
• Research and recommend personal pension products focusing on self-invested personal pensions
• attend weekly admin meetings
• Research and recommend IHT efficient solutions such as D.G.T’s, reversionary trusts and B.P.R investments
• research and recommend all non-investment lead insurance products
• what does the successful candidate look like?
• do you have at least 3 years experience within a Paraplanning role?
• develop and maintain internal relationships with accountancy practice colleagues
• to be the best version of you

Requirements

• The candidate will ideally be diploma qualified or well on the way to becoming chartered
• excellent organisation, communication, and numeracy skills, both written and oral
• Will have a number of years' experience within a genuinely independent firm
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• the ability to work accurately under pressure of tight deadlines
• the ability to prioritise tasks and remain calm under pressure
• the ability to work from your own initiative
• will be conversant with financial planning tools such as FE Analytics, Cashflow Modelling, Product Research etc
• excellent accuracy and attention to detail
• will have a focus on business efficiency, being able to simplify process wherever possible
• to have a forward-looking, can-do attitude when dealing with client instructions
• Will embrace technology and be flexible in their approach to using varied systems to support the client experience and financial planning process
• will have experience of the full range of financial products including and used to dealing with multiple providers

Earnings for position senior paraplanner

Responsibility

• prepare comprehensive client investment review packs and financial summaries of investments for advisor meetings
• preparing client investment review packs and financial summaries of investments for advisor meetings
• our client is currently seeking a dedicated and skilled Pensions and Investment Administrator to join their small team
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• the purpose of this role is work within a small team to carry out pensions and investment administration for clients
• the focus will be on preparing client investment review documents, chasing information for client requests and performing monthly investment fund analysis
• obtain telephone valuations and other investment-related information required for client reviews
• obtaining telephone valuations and all other investment information required for client reviews
• their office is based in Sutton Coldfield
• build cashflows and update assumptions on Voyant software
• building cashflows and updating assumptions on Voyant
• the Company
• collaborate effectively with the rest of the team to ensure timely completion of client cases
• working collaboratively with the rest of the team to complete client cases
• collate data from fund ratings agencies to update their monthly fund spreadsheet, assess fund performance against their benchmarks, and identify funds that fail to meet criteria
• collating data from fund ratings agencies to update our monthly fund spreadsheet, identifying funds which are failing the criteria, and measuring performance against our benchmarks
• their business is a leading wealth management firm offering independent financial advice on pensions, investments, and defined benefit transfers to individuals and families with significant investment portfolios
• send out client letters of authority, follow up with product providers for timely responses on client policy submissions, and challenge timescales when necessary
• sending out and chasing client letters of authority, and chasing product providers for responses on client policy submissions, challenging timescales where necessary
• our client is a Wealth management business , providing independent financial advice on pensions, investments and defined benefit transfers to individuals and families with over £500,000 to invest. Office based in Sutton Coldfield
• maintain accurate daily records to monitor the progress of client cases against target times, provide updates to team members, and contribute to workflow meetings
• keeping accurate daily records on the progress of client cases to monitor against target times and appraise other team members, ad hoc, and in workflow meetings

Requirements

• already holds or is working towards a Certificate in Financial Planning or a similar qualification
• sense of humour
• resilience
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• strong organizational abilities
• team player
• in-depth working knowledge of pensions and investments terminology, processes, and legislation
• already has or is working towards a Certificate in Financial Planning or similar
• ability to listen, learn, and develop
• excellent conversational skills
• excellent numeracy skills, enabling complex analysis of client portfolios
• organisational abilities
• high level of accuracy in interpreting client and company correspondence, crosschecking information, and taking appropriate actions
• well-developed interpersonal skills, capable of building positive relationships with colleagues, product providers, and suppliers
• ability to listen, learn and develop
• receptive to instruction and training, with a proactive attitude towards self-study and continuous professional development
• excellent numeracy with the ability to undertake complex analysis of client portfolios
• conversational skills
• strong communication skills, both written and verbal
• well-developed interpersonal skills
• receptive to instruction and training with the ability to learn swiftly and grow through self-study and continuous professional development
• job Information
• location: Sutton Coldfield
• experience : 5 years of financial services experience
• category Financial Services Administration
• created Published 2 days ago
• first class level of accuracy in interpreting client and company correspondence to decide on appropriate action and crosschecking information prior to submission to product providers and clients
• if you have any questions or would prefer to have a conversation prior to submitting an application, please contact Kelley Giddy on 01268 669 313 or alternatively send her an email to [email protected]
• qualifications: To have or be working towards Certificate in financial planning or similar
• reference JOB-1615
• type of role: Full Time, Permanent

Responsibility

• conducting in-depth reviews of client's financial circumstances, current provisions and future aims along with the Lifestyle Account Manager
• contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• working with the Technical Team, analysing information and preparing plans best suited to individual clients' requirements
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• completing risk analysis
• along with the Technical Team, researching the marketplace and providing clients with information on new and existing products and services
• designing financial strategies
• assisting clients to make informed decisions
• researching information from various sources, including providers of financial products
• reviewing and responding to clients changing needs and financial circumstances either yearly or six monthly
• promoting and advising on financial products to meet given or negotiated sales targets
• keeping up to date with financial products and legislation
• working with the Technical Team to produce Suitable financial reports bespoke to the client’s needs
• working closely with the Operations Team and financial services providers
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• communicating with other professionals, such as estate agents, solicitors and valuers
• meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products

Requirements

• adviser
• financial Advice
• financial Planning
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• financial Services
• investment
• training
• pensions
• traineeships
• independent Financial Advice
• level 4 Diploma in Financial Planning
• some knowledge of investments, savings, and money management
• great people & communication skills, both written & verbal
• the ability to network and establish relationships with clients
• the ability to work both individually and in a team setting
• organisational skills
• target driven mindset
• A flexible approach to work
• discretion and understanding of the need for client confidentiality
• an ethical and professional approach to work

Earnings for position financial adviser