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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: City of London, London
Industry:
Salary: £35000 - £40000 per annum + Benefits Package
Reference: 10253/001_1504863274
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: September 08, 2017 10:34

Job Description

Job Description:

The main purpose of the Paraplanner is to effectively support the Private Client Partners and Consultants in carrying out high quality research on a full range of financial planning products and services.

Responsibilities:

  • Draft financial planning reports and letters on specific planning areas, providing recommendations based on our knowledge of the client
  • Draft and co-ordinate technical documents and research for client presentation
  • Work closely with Partners and Consultants in each location (as appropriate) to ensure individual cases are completed accurately and in a timely manner, in accordance with clients' stated needs, goals and objectives
  • Support Partners and Consultants for any required technical client work (investigative)
  • Identify any missed sales opportunities on cases undertaken.

Qualifications

Essential

  • Educated to at least A Level/Higher standard (or equivalent)
  • Level 4 Diploma in Financial Planning.

Experience

Proven experience of providing a first class paraplanning service, ideally in an independent financial planning company

Full understanding of the administrative procedures relating to the different categories of business and ensure they conform to regulatory & best practice standards

All practices and disciplines including Investments, Pensions and Financial Planning

Available products and services in all relevant areas of personal financial planning

Anti-Money Laundering, including how to identify suspicious transactions/activities and how to report

Current and future financial legislation and regulation and their developments.

Skills

  • Analytical and numerical ability - able to analyse and interpret data, evaluate data
  • Ability to provide recommendations based on key client information, in line with their stated needs, objectives, risk profile and market trends
  • Excellent communication skills
  • Highly numerate
  • Ability to organise and prioritise workload
  • Use of Intelligent Office, Voyant, Exchange, and Financial Express Analytics, together with Microsoft Word, PowerPoint and Excel.