Technical Paraplanner

3 days left

Recruiter
Anonymous
Location
London
Salary
35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum
Posted
31 Aug 2017
Expires
28 Sep 2017
Sector
Accounting
Contract Type
Permanent
Job Description - Technical Support Manager
To oversee two other staff members with responsibility to ensure smooth running of our back office and offering technical support to the administration team. Overseeing processing of new business, completing suitability reports and liaising with front office staff regarding new and existing clients.
Role and Responsibilities
Provide guidance to team members on recommendation research and completion of suitability reports.
Ensure all suitability reports are completed compliantly.
Oversee all administrative tasks ensuring they are completed accurately and in a timely manner.
Carry out regular due diligence on our preferred platforms/providers.
Help front office to prepare for new client meetings and annual planning meetings for existing clients.
Ensure all incoming client communications are handled promptly.
Oversee preparation of quarterly valuations.
Oversee administration of Group Pension and Life Schemes.
Keep up with changes to software such as Iress, Defaqto, the Exchange, Voyant and training back office team members accordingly.
Qualifications and Education Requirements
We would expect at least completion of the Diploma in Financial Planning - excellent technical knowledge is essential.
We would also expect a willingness to continue with further studies to work towards completion of the Advanced Diploma in Financial Planning.
Preferred Skills and experience
Must have experience of working in an independent, whole of market adviser firm. Some Paraplanning experience is essential.
To have a good knowledge of Iress and preferably Voyant Financial Planning software.
If not, some experience of another Lifetime Cash flow modelling tool would be useful.
Experience of supervising staff.
Good communication skills, both written and verbal, and an excellent telephone manner.
Renato Recruitment is acting as an Employment Agency for this full time, permanent role.
Required skills
Financial Planning Paraplanning Pension Administration Pensions Planning Software