Published
    10th May 2021
    Location
    Loughton
    Job Type
    Salary
    £30,000-£35,000

    Description

    We are currently recruiting for a Wealth Management company in Loughton that are looking for a Paraplanner.

    They are a financial planning and wealth management practice providing a high level consultancy and tailored service to high net worth clients and families. By delivering a thorough review of their financial affairs and using a complete range of wealth management and financial planning services our goal is to protect and enhance their long term prosperity.

    They are now looking to recruit a Para planner working with and reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment. You should be qualified at Diploma level.

    Core job purpose: To provide comprehensive technical report writing and administration support in an efficient and compliant manner, focussing on quality and high standards at all times.

    Main Responsibilities:

     Liaising with clients and various stakeholders of the Practice on a daily basis.
     Supporting the advice process:
    o New and existing client meeting preparation.
    o Constructing the initial client advice report.
    o Liaising with technical specialists and the clients when required.
    o Preparing applications and associated paperwork to implement the advice.
    o Producing the final client report and recommendations compliantly
    o Use of Voyant cash modelling
    o Keeping up to date on all new industry specific regulations to support the
    advice process

    Requirements:

     Excellent written communication skills - essential
     You are well spoken and have excellent telephone skills.
     Strong time management, organisation and prioritisation skills.
     Attention to detail with absolute precision.
     Professional, friendly and approachable manner to clients, colleagues and providers.
     Highly motivated and able to work off own intuition.
     Able to work to strict deadlines and with conflicting demands without compromising
    quality
     Ability to identify and solve problems so they don’t become problems.
     Ability to “think outside the box” to continually improve upon systems and client
    experience.

    Apply
    Optional Cover Letter
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