Earnings on positions in ASPIRA CORPORATE SOLUTIONS
ASPIRA CORPORATE SOLUTIONS is looking for employees for positions:
paraplanner
Language
english
Salary
salary
Requirements
ideally, Diploma in Financial Planning
2-year minimum experience working in Financial Services
experience within Financial Services administration or a similar environment
experience of working with IT systems that support this service
experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service
good technical knowledge and understanding of FCA COB rules
previous regulatory or financial industry experience
ability to liaise with colleagues and clients in an articulate and pleasant manner
Responsibility
to draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
analysing and carrying out research for basic reports
undertaking basic tax calculations to support the paraplanning team
writing basic suitability reports
thoroughly review any file submitted and identify any items that require remedial action
ensure adherence to the documented processes and data quality standards, specifically, ensuring electronic client files in IO are updated correctly and in a timely manner in accordance with the standards in place
to run own case load efficiently and keep all own case records and files up to date and to departmental required standards
manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow
senior paraplanner
Requirements
sound technical knowledge
natural flair for mentoring and coaching
level 4 CII Diploma
client focused
excellent written and oral communication skills
role model and drive forward excellence
methodical and highly organised
accurate with good attention to detail
Responsibility
to run own case load efficiently and keep all own case records and files up to date and to departmental required standards
manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow
to liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality
perform ad hoc tasks as and when required
financial adviser
Language
english
Salary
salary
Requirements
1-year minimum relevant experience supporting an adviser/consultant
previous regulatory or financial industry experience
knowledge of the advice process
good written and oral communication skills
methodical and organised
computer literate
accurate with good attention to detail
problem solving
Responsibility
preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email
new business processing and application submission
liaising with product providers as and when necessary, chasing as often as required
always comply with the Compliance policies
Earnings on positions in ASPIRA CORPORATE SOLUTIONS