Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial planning / Paraplanner support executive

Huntress
Job LocationLeeds
EducationNot Mentioned
Salary23,152 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A Financial Services Company based in Leeds is seeking a Financial planning / Paraplanner support executive to join their team on a Permanent basis. (Training full in the office - then after 2 days office, 3 remote)What will you be doingProvide a first-class support function to the financial planning teams nationwide by way of delivering third party client policy information in an agreed format, both accurately and within SLAs. Ensure we engage with internal clients and external providersin a professional, compliant, and efficient manner.As Operations Executive, Scripts, some of your responsibilities will include:

  • Ensure all Operational deliverables are actioned on time in accordance with SLAs, agreed quality standards, regulatory and company requirements.
  • Provide an excellent telephone-based service to internal and external clients and third parties.
  • Maintain core systems ensuring all tasks are completed in line with company policy and procedures.
  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for report scripts and valuations.
  • Effective challenging if information provided appears incorrect.
  • Accurate completion of script templates and Xplan updates.
  • Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet agreed performance standards.
  • Complete project related activities or general tasks as instructed by the Manager or Head of Operations, Leeds and follow through to completion, dealing with any queries that arise from these activities.
  • Develop and maintain effective relationships with clients, colleagues and third parties.
  • Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.
  • Be aware and act upon any compliance, risk and quality issues.
  • You may be asked to undertake other duties to support the workload across the teams within Leeds Operations. Training will be provided as appropriate.
To be successful in this role, you should:
  • Operational experience within the financial services industry
  • Excellent standard of education to include Maths and English
  • FS product knowledge with a desire for further development and to undertake relevant examinations
  • Proficient IT skills in core Microsoft Office systems
  • Organisation and prioritisation skills; being able to work independently and within a team
  • Excellent verbal and written communication skills with an eye for detail
  • Professional telephone manner
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgroundsand will ensure measures are met when required, to allow a fair process throughout.PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

APPLY NOW

Financial planning / Paraplanner support executive Related Jobs

© 2019 Naukrijobs All Rights Reserved