Technical Support Analyst Job in Altrincham Wa15 8Ab, North West Uk
Technical Support Analyst required NOW
Job Purpose
The production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants.
Principal Accountabilities
- Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
- Provide all advice within a strict ethical and compliance framework and under guidance from the senior paraplanner or Compliance Director.
- Provide technical support and back up to Sales Consultants and the Sales Support function
- Complete portfolio reviews and rebalancing requests
- Deal with client and insurer queries to completion via the telephone or in writing.
- Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly.
- To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time.
- Commit to continuous personal development and retain supporting records for inspection upon request by either senior paraplanner or compliance director.
- Manage own workflow position and provide updates on request to the Senior Paraplanner or Compliance Director
Competencies
- Vision
- Understanding the vision of the business to become a major player in the financial services sector and your own part in ensuring the Company reaches its and your own goals
- Commitment
- Commitment to developing in your own role and to delivering first class service to clients
- Value
- Delivering on the service promises to our fee paying clients in a proactive and ordered manner (to be finalised)
- Innovation
- Contribute to new ideas and new ways of working to ensure we bring greater benefit to our clients
- Adaptability
- Ensuring we keep our knowledge and skills up to date in an ever changing market. Being adaptable in how we approach and deliver on our objectives goals
- Fun
- An ability to interact well with colleagues and make it a fun place to work
Essential requirements
- Qualified to or studying towards Diploma level with a desire to achieve Chartered status.
- 2 years minimum experience in a para-planning role
- Excellent research, analysis and report writing skills.
- Proficient with word, excel applications and spreadsheet production
- Experience of working with 1stand Prestwood / Truth Software
Desirable Requirements
April 26, 2010
• Tags: North West Uk, Technical Support Analyst Job in Altrincham Wa15 8Ab • Posted in: General