Assistant Paraplanner

Bristol, England, United Kingdom

12/16/2024

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

• 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.
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Progression with Regulated Diploma in Financial Planning (CII).
• 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.
  
  
  
  

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.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.