National Financial Planning business is looking to expand their Paraplanning team. This is an excellent position where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
You will obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
Produce new business illustrations, using either our own or 3rd party software.
Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
Request and obtain application forms and other associated paperwork.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
Ensure adherence to Department's and Company procedures and Department's Key Performance Indicators (KPIs)/objectives.
Understanding of the Financial Planning process, where appropriate.
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Ability to multi-task and to prioritise and plan own workload.
An assertive "can do" approach to dealing with product providers and fund management groups.
It's desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress.
Effective verbal and written communication skills.
This is an excellent opportunity to go to the next level, excellent salary and bonus on offer for the successful candidate.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
