FURTHER INFORMATION

What will it involve?

• You will deal effectively with queries from financial planners, their clients and other parties through effective communication. 
• You will be responsible for ensuring that any work produced meets the agreed service and quality standards and follows agreed processes and procedures.
• Where relevant, you will ensure that the financial planner’s chosen back office system is correctly updated with accurate information and maintained at all times.
• Working with the paraplanners, you will deal with Letters of Authority and obtain information about the client’s existing arrangements.
• You will liaise with product providers and other third parties to gather additional information required by the team to carry out research or write advice and recommendation reports. 
• You will obtain information, quotes, illustrations and product details and provide comparisons for analysis by the paraplanning team.
• You will assist with gathering data for annual reviews.
• You may also be required to provide support with a wide range of other administrative functions, including new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the financial planner. 

How do you know this is the right role for you?

We’d love to hear from you if:

• You have a passion for achieving the best outcomes for the client.
• You are happy to work independently and without supervision – we don’t do micromanagement here.
• You are naturally good at prioritising and planning your own workload, and you work well under pressure – things are generally very busy and sometimes get even busier.
• You have an eye for detail.
• You enjoy using different types of software and a range of research tools on a daily basis.
• You’re comfortable working with documents, and you’re no stranger to building a spreadsheet or two.
• You have a creative and open-minded approach to everything you do, and you are willing to continuously learn and develop.

What do we offer in exchange?

We want you to love coming to work, and while only you can make it happen, we will help by:

• Providing a friendly and supportive working environment.
• Not expecting you to hit the ground running – there’s always a period of adjustment when changing roles, whether you’ve been doing the job for 2 or 20 years.
• Giving you a varied and challenging workload – we can promise that time will fly!
• Encouraging you to constantly learn by taking exams, attending professional events, or volunteering your knowledge and skills in the wider financial planning community.
• Giving you the flexibility to adjust your hours as needed during the week – we know that life happens!

In addition, every Navigatus crew member benefits from:

• Flexible working hours to fit around school hours or other caring responsibilities you might have.
• All IT equipment you might need and everything else to make your remote workspace comfortable.
• Pension scheme and life cover.
• 25 days of annual leave (not including Bank Holidays), plus a day off on your birthday and an extra day off at Christmas.
• Exam support and additional study leave before the big day, plus a bonus each time you successfully pass an exam.
• Professional body membership and lots of CPD opportunities.
• Access to a range of other benefits, including telephone and online GP for the whole family, confidential counselling service, virtual gym classes, and lots of discounts.