We are currently recruiting for a Financial Planning practice based near Harrow who are looking for a Level 4 Diploma qualified Paraplanner to join their team.
The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.
Providing vital support to the Consultants, expected to act as the technical interface between the consultants and the clients, have the ability to work independently and as part of a team. Be responsible for providing a professional and holistic financial service to the Consultants and assist them in delivery to the clients.
- Excellent report writing skills
- Good technical knowledge of advice and product options.
- Able to analyse statistics
- Able to conduct research for appropriate providers and investments.
- Good understanding of compliance issues.
- Time management skills.
- Interpersonal and IT skills.
Preferred to have Level 4 Diploma in Financial Planning and be working towards level 6 advanced diploma and Chartered Status.