Assistant Paraplanner

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. #LI-EM1 We are the Asset Management division of Close Brothers, a FTSE 250 leading UK merchant banking group. Our clients are professionals, business owners, individuals, families, and employers, who rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments. We are based throughout the UK, employing circa 800 people across 11 offices. Through our widespread geographic footprint, we are able to achieve strong, long-term relationships with our clients, by combining our understanding of the local regions we serve and face-to-face services. We know that outstanding individuals help drive our business forward, deliver exceptional service for our clients and continue to build Close Brothers' long standing reputation as a leading merchant banking group. Close Brothers Group