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| Job Location | Boldon Business Park |
| Education | Not Mentioned |
| Salary | 25,500 - 27,500 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
A rare role has arisen within a highly respected, national, Chartered Financial Services firm at their South Tyneside Offices.This is an opportunity for a self-motivated and well organised candidate who is either currently undertaking DipFS Exams, or looking to start following a period of Paraplanning experience.Full support will be provided to achieve DipFS, Chartered Status and beyond.Ideal Experience Knowledge of financial services products and subjects including;o Individual and to a lesser extent group pensionso Investmentso Inheritance taxo Protection products Ability to work together with your IFA on a variety of different cases Effective and Accurate report writing skills Strong Technical knowledge Ability to use initiative to help drive productivity Strong communication skills internally, with clients and with Providers Organisation skills to be able to plan your day and prioritise tasks Ability to work to deadlines and in a timely manner without sacrificing qualityResponsibilities include Writing suitability reports for both new business and annual reviews Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Liaise with various providers, gathering and correlating plan / policy information accurately and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Taking responsibility for case management from Client agreement to final implementation Liaising with Business Quality and the Compliance Department to obtain pre approval where required and finalise cases ensuring fee generation Producing valuations in a timely fashion Booking clients in for annual reviews and management of review process Overseeing and working with administration to complete the full Annual Review process on the Client Management system Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Working with back office systems Fact find completion onto systems for new clients. New business processing on Provider platforms and submission to Business quality New business follow up with Providers and clients. Monitoring of trail fees, consolidation of correct amounts from correct providers and company payment. Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up. Post management, up loading to systems and actioning where appropriate. Actioning Fund switch advice on Provider platforms General Administration duties