ASPIRA CORPORATE SOLUTIONS

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
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• always comply with the Compliance policies

Requirements

• 1-year minimum relevant experience supporting an adviser/consultant
• previous regulatory or financial industry experience
• knowledge of the advice process
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• good written and oral communication skills
• methodical and organised
• computer literate
• accurate with good attention to detail
• problem solving
• supporting an adviser in an administrative capacity: 1 year

Earnings for position financial adviser

Responsibility

• analysing and carrying out research for basic reports
• undertaking basic tax calculations to support the paraplanning team
• writing basic suitability reports
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• 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

Requirements

• 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
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• previous regulatory or financial industry experience
• working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
• financial Services: 2 years

Earnings for position paraplanner