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A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxford Role, a possibility of 3 remote days. The Role is to provide full Paraplanning Analyst support to the IFAs, taking responsibility & ownership of all they require your support with.
This role requires a Paraplanner to do occasional client visits with the IFA's
In addition - Each Team Member has ownership of a variety of tasks which they assume day to day responsibility for. It is vital for the skilled Paraplanner/Analyst to maintain a working knowledge of the tasks outside of their own workload; this ensures service delivery levels are maintained in the event of absence or general unavailability.
You will be responsible for the training & development of the Financial Services Administrator assigned to you also, ensuring that all areas of the role are trained to a high level. In addition to this, you may be required to provide training to other administrators as part of this role.
The business environment & varying needs of their company clients requires the ability to deliver in short timescales & respond positively to changes in work priorities, methods & demands.
Within the role you must ensure you are working efficiently and effectively whilst utilising all resources available to you within your role.
KEY ACCOUNTABILITY AND RESPONSIBILITIES FOR SUCCESSFUL CANDIDATE:-
- Attend client meetings as required with the Advisor taking away all post meeting tasks such as suitability reports; post review reports & new business reporting
- Gather accurate information about client policies to prepare & review documents for Pension and Investment Clients.
- Data capture and analysis to ensure IFAs have relevant information to meet their clients varying needs.
- Dealing with general queries from clients, by telephone and email.
- Maintain knowledge and awareness of processes and process amendments.
- Have the ability to undertake all tasks and responsibilities requested.
- Ensure a consistent level of standard is maintained to ensure the company reputation within the industry is second to none.
- Be responsible for your involvement in company projects.
- Prioritise and organise your own workload, raising any concerns or issues with your Team Head or the Office Manager.
- Work as a key user in company changes, providing valued input to ensure the projects are successful and all client/departmental requirements are met.
- Work to tight deadlines.
- Build and maintain a good working knowledge of client requirements & legislative requirements.
Essential Knowledge and Experience :-
- Previous office experience, in the Financial Services sector paraplanning
- Working knowledge of the companies internal systems
- Experience working as a skilled paraplanner/analyst
- Working knowledge of Microsoft Office
- Interpersonal skills
- Professional, accurate written & verbal communication skills
- Ability to effectively prioritise to ensure timing deadlines
- Client Focussed
- Positive, helpful attitude
- Quality driven with consistent attention to detail
- Able to work on own initiative
- Team player.
IF A SKILLED PARAPLANNER ANALYST WITHIN PLEASE APPLY FOR THIS GREAT ROLE.
