Paraplanner / Client Relationship Manager

Client Relationship Manager / Para-planner (AL582)
Nottinghamshire
Salary £28,800 – £36,000depending on experience – full or part time

My client is a small and established IFA organisation based in a rural location in Nottinghamshire. There is now an exciting new vacancy for a paraplanner to work closely with the Director.

The role:

• Using office computers systems, particular use of MS Office 365, + Business 2013 Word, Excel and PowerPoint to assist in report preparation and typing letters/e-mails to clients. Creating e-files, dealing with telephone calls/fax/scanning, post and back office systems, including assisting with the preparation of client specific suitability letters, under guidance and supervision of the Financial Planning Director.
• Office diary management, processing on-line applications (Pensions, Investments, Life assurance and Mortgages) and developing a web based client management service proposition and an ongoing marketing strategy appropriate to the objectives of the business and under the guidance and supervision of the Directors.
• Where appropriate attending joint client meetings with the Director, to assist with understanding our client needs and in developing business relationships
• In house and on-line training, the effective use of the following IFA specific software packages and tools:
 Capita Financial Software ‘Fusion’ for platform analysis, reduction in yield calculations, product and fund research
 Platforms used – Fidelity FNW, Cofunds, Old Mutual Wealth, AJ Bell/SIPPCentre
 Auto Enrolment/ GPPs – Royal London, Standard Life & NOW Pensions
 ‘Select-a-Pension’ – pension transfer analysis
 ‘Iress – Trigold’ for Mortgage sourcing and suitability letters
 ‘Iress – the Exchange’ for Life Assurance and Health Insurance research and quotations

• Attending half yearly (one day) PDE’s – Personal Development Events
• Continued Professional Development in attaining the C.I.I. qualifications ‘Diploma in Financial Planning’ and/or ‘Chartered Financial Planner’ accreditation.

If this role is of interest and you have previous paraplanning experience, along with CII qualifications, then please apply with an up to date CV. Due to the location of the company, your own car will be essential.