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To generate income for the business through the operation of high quality paraplanning service whilst displaying the highest levels of integrity, and customer service. To display through your positive, customer focused attitude the highest levels of integrity and customer service. To operate within guidelines set by the company to ensure customers are treated fairly.
To generate income for the business through the delivery of high quality paraplanning service. To undertake all tasks as directed by the Head of Fidelity's Retirement Service and/or adviser team to assist in this goal.
To liaise with the adviser and support teams to reduce duplication of effort and ensure that all advised clients are well managed in a timely fashion during their journey through Fidelity's Retirement Service
To identify where improvements in service can be made and to manage the paraplanning workload, delegating tasks as appropriate and ensuring all procedures are documented and kept up-to-date
In maintaining contact with product providers, to refuse all offers of hospitality, however small, and to ensure that the best interests of the client are always protected.
To operate within FCA and other regulatory rules at all times.
To analyse ceding pension scheme information and quotations for a client and prepare draft suitability reports for the adviser team.
When placing an annuity on behalf of a client, to ensure that the best possible rate is always obtained.
To operate within guidelines and procedures laid down by the company at all times to ensure customers are treated fairly.
To act in a professional and customer focused manner in accordance with the company values at all times.
To ensure all customer files are kept up-to-date at all times.
To support and uphold the Fidelity vision and values
To undertake all reasonable tasks and duties as directed by the Head of Fidelity's Retirement Service.