Paraplanner

Recruiter
Financial Divisions
Location
Dartford
Salary
Competitive salary
Posted
08 Jan 2019
Closes
17 Jan 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

Full time: Paraplanner

Location: Dartford

competitive salary + Pension + Bonus + Holiday + Flexible benefits + full study support

The main purpose of this role is to provide para-planning support to advisers to ensure full preparation of all necessary documentation & information for recommendation to be delivered by Financial Advisers

Key Responsibilities and Scope of role:

This role will incorporate some or all of the responsibilities outlined below:

  • The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients
  • Liaison with Advisers to determine the most appropriate recommendations for clients financial planning
  • Ensure that you have a thorough understanding of Intrinsic’s TCF philosophy and your role within this.
  • In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.
  • Keep your TCF knowledge up to date through the training provided.
  • From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients needs
  • Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information and background
  • Ensuring that all work is completed within the required timescales and to the standards required

Qualifications Required:

  • Diploma qualified or working towards qualification

Experience required:

  • Knowledge of systems and processes that support OMWPCA business including Quay, Avelo & Defaqto, wrap platforms & other strategic provider systems
  • Excellent knowledge of products and services that OMWPCA may use to meet client needs
  • Excellent report writing and presentation skills
  • Knowledge of the other related functions within Intrinsic and how OMWPCA interfaces with these

Salary & Benefits:

Flexible reward package. In addition to your starting salary, we also offer:

  • Sharesave Scheme
  • Access to a great range of offers and discounts from well-known retailers
  • Season ticket loans
  • The ability to buy and sell holiday
  • Bonus - most employees are eligible to participate in our bonus scheme, based on the company and personal performance
  • Pension Scheme - contributory company pension scheme

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