ROBINSON FINANCIAL CAREERS

Responsibility

• liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
• extensive research
• collate and evaluate client policy/investment/pension
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• cashflow modelling
• writing suitability reports
• participation in client meetings
• researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
• post meeting follow-up and providing recommendations
• create and maintain client files and enter details onto back-office database
• liaison with Financial Planner and internal departments
• liaise with Trainee Paraplanners
• qualifications
• submitting Business on internal and external systems
• managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
• create and maintain client files and enter details onto back office database
• prepare paperwork
• new business processing and submission to Business Quality
• liaise with a range of stakeholders from compliance department to various external providers
• develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products
• liaising with Business Quality and the Compliance Department to obtain pre approval where required and finalise cases ensuring fee generation
• post management, up loading to systems and actioning where appropriate

Requirements

• graduate level advantageous
• financial Background advantageous
• working towards Diploma in Regulated Financial Planning desirable
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• good aptitude with numbers

Earnings for position paraplanner

Responsibility

• general Administration - supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information
• the use of secure email, passwords and portal/Wealth Platform for data sensitive client/provider communication
• ensure naming convention is adhered to and documents are stored in correct folders
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• valuations - using back-office and online systems to provide periodic valuations for clients
• daily self-management and prioritisation of own pipeline cases, incoming work and requirements of advisers, clients and the administration team
• liaising with Providers - various activities including valuations, new business, information and general administration
• daily fund movements and trades to be actioned within 24 hours of receipt and prioritised accordingly
• back Office systems - using a range of office systems to support the business and client records
• record Keeping - ensuring that client records are kept up to date
• to check new business cases prior to submission ensuring forms are completed correctly and all relevant documents included for pension, investment and life office providers
• annual Reviews - support to Advisers and Paraplanners in preparing client annual reviews
• to submit all new business to life, pension and investment offices within 24 working hours , cases loaded and an introductory call or letter/email to the client
• filing - electronic and paper files maintained correctly
• new Investments/Pensions - processing new applications/cheques/online payments etc
• new Insurance Policies - processing new applications/cheques/online payments etc
• withdrawals - processing paper and electronic withdrawal instructions and updating records
• produce accurate portfolio valuations in time for client reviews where appropriate
• cases diarised with correct level of priority applicable to individual case; be pro-active completing all chase ups. Inform adviser, client and introducer of all progress
• create and send GT and SCS to clients when required
• compliance - adherence to compliance guidelines
• full client fact find detail to be accurately loaded on to database and data to be kept up to date at all times including addresses, plan status, diary activities, client agreements
• post handling – opening post, scanning and distributing as required
• client meetings - greeting clients, providing refreshments and supporting Advisers as required
• fee reconciliation - checking that fee payments due are received and allocating appropriately
• daily incoming post to be actioned efficiently using the correct naming convention and advisers kept informed of declined business/ increased life assurance premiums, problems arising etc
• assist other members of the team, ad hoc tasks, and build a good level of rapport
• filing – electronic and paper files maintained correctly
• post handling - opening post, scanning and distributing as required
• attend regular training meetings to maintain knowledge of existing products and services
• where applicable ensure cheques, ID documentation or legal documents are kept in the safe overnight when being held and updating the register when placed in and subsequently removed from the safe

Requirements

• previous experience working in an office is desirable
• can do attitude, sense of humour and use of common sense is a must. Candidates must be willing to learn new things and be interested in a career in the financial services industry

Earnings for position financial services administrator

Responsibility

• you work in a high energy, fast paced and friendly office environment
• you will receive all qualified leads through the company’s office and existing client base
• you will receive all qualified leads through the company’s estate agency office and existing client base
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• an advanced in-house CRM to process admin efficiently
• process and systems training will be provided
• providing a professional and friendly advice service
• ensuring you provide the best mortgage solution to your clients

Requirements

• ceMAP Qualified
• whole of market experience preferable
• A successful sales record/history
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• an understanding of the Mortgage Market
• confident over the phone & face-to-face

Earnings for position mortgage adviser

Responsibility

• research a broad range of financial products across all financial sectors
• maintain regular contact with clients providing assistance where required
• liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
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• sending Letters of Authority
• collate and evaluate client policy/investment/pension
• researching products and funds using software such as Select A Pension and FE Analytics
• general Administration duties
• create and maintain client files and enter details onto back-office database
• managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
• submitting Business on internal and external systems
• maintain regular contact with clients, booking clients in for annual reviews and management of review process
• new business processing and submission to Business Quality, submitting onto external and internal systems
• develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
• post handling - opening post, scanning and distributing as required
• general Administration and client servicing support as needed
• assist in identifying areas for planning and identify solutions suitable to meet the client's needs and objectives
• filing - electronic and paper files maintained correctly

Requirements

• graduate level advantageous
• financial Background advantageous
• working towards Diploma in Regulated Financial Planning desirable

Earnings for position ifa administrator

Responsibility

• to write comprehensive client annual review reports, within agreed timescales/quality standards
• to include research and analysis for adviser recommendations on fund switches and portfolio changes
• to write compliant recommendations for ISA top up or Bed and ISAs within annual review reports
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• discuss with the financial adviser the client’s objectives, identifying and obtaining the information necessary to compile a review report
• ensure that all research documentation is on file and that records are organised appropriately
• to set up tasks for issuing of report documentation within support team
• to follow the review process ensuring back-office system processes are completed for each annual review
• to contribute towards team targets
• fully understand compliance procedures
• maintain and comply with back-office processes, ensuring all documentation and work actions are accurately recorded
• conduct necessary research, illustrations and analysis
• liaise with the Financial Planners, Administration and other Paraplanners across sister offices
• ensure compliance standards and organisational requirements are met
• maintain a detailed up to date knowledge in all aspects of Financial Planning by keeping CPD records
• the list below details the ideal competencies you must have in order to be able to carry out your role as a Report Writer effectively within a busy, fun and professional environment

Requirements

• ideally previous experience in Financial Services and an understanding of basic investment solutions
• excellent written and verbal communication skills
• attention to detail
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• high standard of spelling and grammar with ability to construct and write professionally
• able to constructively challenge and drive outcomes
• excellent time management and able to manage priorities and a demanding workload
• excellent organisational skills
• knowledge and experience of using various provider sites and systems
• competitive salary per annum dependent on skills and experience

Earnings for position writer