IFA Advice Support

Reed Insurance
Dickens Heath
£25,000 per annum
10 Aug 2017
16 Aug 2017
Contract Type
Full Time
A firm of Chartered Financial Planners representing a high networth client base, are looking to expand in their Client Support and Advice teams at present!

They are seeking an Advice Support/Paraplanner to join their successful team.

Main duties for this role:

• Prepare risk profiling reports and/or matched fund list to demonstrate suitability of funds
• Prepare documentation to be presented to the client by the adviser in the advice process
• Draft suitability reports in accordance with compliance guidelines
• Respond to advice file check requests as required

• Create new client records on the back office administration system
• Ensure that client documentation is signed and dated appropriately
• Process new business applications in accordance with company guidelines
• Notify the Advice Support team when research / suitability letters are required

• Maintain provider contact records
• Chase pipeline business from providers, and update information on back office system
• Diarise dates for client service reviews
• Prepare client servicing reports for advisers as requested
• Prepare confirmation letters of the annual service provided

Experience Required:

• Ability to work under own initiative and as part of a team
• Experience writing suitability letters
• Good understanding of compliance file documentation
• IT literate

• You must have a background in an IFA environment, with either Paraplanning or Sales Support Experience!

Reed Specialist Recruitment Limited is an employment agency and employment business