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.