Paraplanner - London

Basic to £48,000 + benefits & bonus - Financial Advice
Ref: 411 Date Posted: Tuesday 18 Sep 2018
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Job Title:                Paraplanner

Location:                London

Remuneration:       Basic to £48,000 + benefits & bonus

 

Expanding national Wealth Manager is looking for a qualified paraplanner to join an existing team.  The opportunity provides many ways to develop your career.

Role:

   

1.     Provide extensive technical support and provision of recommendation letters

2.     Complete advisory due diligence with use of appropriate systems

 

Opportunity:

 

1.    Continue to develop your paraplanning skills and expertise

2.    Longer term opportunity to manage your own paraplanning team

3.    Become a wealth adviser

4.    Move into a different part of a growing national business

   

 

Accountabilities:

1.          Be able to manage own workflows and deadlines

2.          Be point of contact and deal with any queries in an efficient and timely manner

3.          Excellent diary management

4.          Gather and record client data

5.          Undertake financial planning and product-based research

6.          Prepare reports to a professional standard by agreed deadline

7.          Provide information for annual reviews and identify key areas for discussion

8.          Communicate with selected clients (face to face or remotely) and third parties to build and maintain good long-term relationships

9.          To attend client meetings if requested

10.        Develop and maintain all processes relevant to technical support

11.        Delegate and communicate clearly with client support

12.        Operate within the compliance and corporate standards of the business and identify any potential compliance issues

13.        Undertake appropriate professional development and training, update industry, compliance and regulatory knowledge and complete minimum CPD requirements through self-study and industry training/updates

14.        Report on key measures on a regular basis

        ​Skills, knowledge and experience:

 

1.          Be able to manage own workflows and deadlines

2.          Be point of contact and deal with any queries in an efficient and timely manner

3.          Excellent diary management

4.          Gather and record client data

5.          Undertake financial planning and product-based research

6.          Prepare reports to a professional standard by agreed deadline

7.          Provide information for annual reviews and identify key areas for discussion

8.          Communicate with selected clients (face to face or remotely) and third parties to build and maintain good long-term relationships

9.          To attend client meetings if requested

10.        Develop and maintain all processes relevant to technical support

11.        Delegate and communicate clearly with client support

12.        Operate within the compliance and corporate standards of the business and identify any potential compliance issues

13.        Undertake appropriate professional development and training, update industry, compliance and regulatory knowledge and complete minimum CPD requirements through self-study and industry training/updates

 

 

For additional information, or to apply please contact David Hill on 0797 999 6365, or email david@keillar.com