360 Search are working alongside a City Centre based Financial Planning Firm, that due to continued growth are looking to add an experienced Paraplanner to their Team.
The Role:
- Have a strong understanding of the Presale Process and support the advisory team to ensure the process is followed.
- Interact with clients throughout the Presale Process, assisting with the collection of required paperwork.
- Prepare necessary Presale documents; Statements of Suitability, compliance documents and supporting material with input from the Financial Advisor
- In conjunction with the Financial Advisors, put in place a clear plan of activity in terms of lead generation to actively review clients.
- Look for opportunities to enhance the client experience leveraging off existing CRM and IT capabilities and identify areas which can be improved.
- Liaise with Life Cos and communicate with sales team lead to ensure the team are briefed on all market and product changes in a timely basis.
- Assist management in providing supporting information to the advisory team such as product information, fund performance information.
- Assist management in the sales pipeline process to ensure the CRM system provides accurate sales activity.
- Ensure all relevant procedures are followed to comply with Central Bank regulations & Company requirements. This will include preparing all new presale business files for processing by the New Business team
- Assist in compiling weekly sales related reports as required.
- Where required, attending client meetings with advisors to assist in the understanding of client objectives
- Assist the advisory team identify sales opportunities through efficient CRM use and processes.
- Proactively identify opportunities to refer existing and new clients to colleagues
The Requirements:
- Demonstrable experience in the Life & Pensions broker industry
- Previous experience in a Paraplanner Role or Sales Support Role
- QFA qualifications or exams undertaken required.
- Ability to deal with generic client queries.
- Experience with cashflow modelling software such as CashCalc or Voyant
- Strong MS suite experience, Excel etc
- Knowledge of products, business practices, markets and competitors is expected
- Strong Team player and ability to work under pressure on simultaneous tasks
