OVERALL SUMMARY
Join Close Brothers Asset Management as an Assistant Paraplanner 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.
RESPONSIBILITIES
1. 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.
2. Produce new business illustrations, using either our own or 3rd party software.
3. Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
4. Request and obtain application forms and other associated paperwork.
5. Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
6. Ensure adherence to Department’s and Company procedures and Department’s Key Performance Indicators (KPIs)/objectives.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
1. Progression with Regulated Diploma in Financial Planning (CII).
2. Understanding of the Financial Planning process, where appropriate.
3. Ability to work within defined business processes and to achieve agreed outcomes without supervision.
4. Ability to multi-task and to prioritise and plan own workload.
5. An assertive “can do” approach to dealing with product providers and fund management groups.
6. 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.
7. Effective verbal and written communication skills.
As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
The Company
At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
Inclusion
The Benefits
1. Private medical
2. Discounted health checks
3. Stakeholder pension contribution
4. Gym discounts
5. Cycle to work scheme
6. Save As You Earn scheme
7. Purchase additional holiday
At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.
To find out more detail please follow the link below:
https://www.closebrothers.com/charity
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.
To find out more detail please follow the link below:
https://www.closebrothers.com/sustainability
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