Published
    29th February 2024
    Location
    London
    Job Type
    Salary
    £55,000-£65,000

    Description

    We are currently recruiting for a highly regarded Financial Planning practice in London who are looking to recruit a Level 4 Paraplanner.

    The company are an award-winning team of Independent Financial Advisers who provide a personal, independent
    and bespoke wealth management service to high net worth clients.

    The Role

    As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

    Key Responsibilities

    • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
    • Providing high quality technical, administrative and research support to the Advisers;
    • Undertaking whole-of-market research as required, including investments, pensions and protection plans;
    • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
    • Liaising with the Regulatory & Technical team to ensure the advice is compliant;
    • Be able to prioritise work in your queue by liaising with advisers on a regular basis;
    • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
    • Building strong and effective working relationships with other teams in the firm and third party product providers
    • Attending and contributing to meetings - both internal and external - and delivering group and
      individual training on topics appropriate to the role;
    • Ensuring that all client records and data are maintained accurately and efficiently;
    • Participating in ad hoc projects and tasks as and when required.

    Knowledge, Skills & Experience

    Essential:

    • The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;
    • Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
    • Proficiency in complex report writing;
    • Experience liaising with third party providers;
    • CII Diploma in Financial Planning (as a minimum);
    • Excellent grammar, spelling and punctuation skills;
    • Excellent interpersonal and communication skills;
    • A high standard of personal organisational and time management skills;
    • Experience within Private Wealth Management;
    • Experience of working to targeted service standards and procedures;
    • A good working knowledge of regulatory requirements;
    • Ambitious and goal-orientated;
    • Evidence of continual learning and development of skills and knowledge;
    • Experience of working unsupervised with a high level of self-motivation;
    • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

    Desirable:

    • Experience of using CURO or IRESS software;
    • Experience of using FE Analytics and Voyant;
    • Previous experience dealing with Group Life and Pension Schemes;
    • Part FPC/RO/CF qualified;
    • Experience of training and people development.

    Great salary and benefits package on offer.

    Apply
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