Job Description
Trainee Paraplanner
Bury Area
Up to £28,000 + Exams Support
Benefits:
- Holidays: 25 days
- Pension Scheme: 3% Employer and 4% Employee contributions
- PHI: 75% of salary to NRD
- Death in Service: 4 x salary
Our client is a leading firm of Independent Financial Planners who are now looking to recruit a Trainee Paraplanner to join their team based inthe beautiful area of Bury.
Established in 2006, our client was the first North West firm to be awarded 'Chartered Status' and has since enjoyed continued growth year on year.
Key Responsibilities
" Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
" Provide up to date Valuations to Paraplanner/Advisers in respect of existing clients prior to meeting with clientusing back office software
" Ensure back office software is kept up to date
" To answer telephone and deal with initial telephone enquiries.
" Managing Adviser diaries, work logs and meetings.
" Maintain and develop their personal knowledge and qualifications to improve their ability to support both colleagues and clients. Participate in appropriate company and departmental training, competence and development initiatives.
Key Competencies
- Quality service delivery - Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times.
- Communication & relationships - Develops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact.
- Team working & collaboration - Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
- Planning & prioritising - Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines
If you are interested in this exciting opportunity and would like to discuss things in more details. Please apply today for a confidential conversation.
NJR REF 13544
Job Types: Full-time, Permanent
Salary: Up to £28,000.00 per year
Schedule:
Ability to commute/relocate:
- Bury, Greater Manchester: reliably commute or plan to relocate before starting work (required)
Reference ID: 13544