Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

Fusion Consulting Ltd
Job LocationLondon
EducationNot Mentioned
Salary£43,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job description:Due to the continued growth of our multi-disciplinary consulting practice, Fusion are seeking a Paraplanner to provide support to the new financial division of the group.Working closely with the Head of Fusion Financial you will be required to assist the lead consultant and other advisers, when required. This is a challenging role where the company will provide the successful candidate with the required training to further their career. We are seeking a long-term commitment from an individual who will hopefully grow and develop in the role.Primary Responsibilities:

  • Preparation of reports for clients on financial planning matters
  • Obtaining quotations and other relevant literature to accompany client reports
  • Preparation of packs for meetings with clients including investment valuations
  • Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.
  • Liaising with Admin/Support to arrange Client review meetings where applicable
  • Liaising directly with clients as the "assistant to the adviser". This will include a variety of queries in connection with the client’s financial affairs. It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks.
  • Preparing New Business checklists to pass to the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients. Update new Client Progress & Compliance and Monitoring sheet.
  • Attend client meetings, when required, with the advisers, and contribute to such meetings
  • Undertake research as required for specific projects
  • Learning and using all applications required for the job including:
  • Excel/Word
  • Financial Express Analytics, Exchange
  • Adviser Office/Activity Manager
  • Virtual Cabinet
  • Exweb
  • Cofunds, OMW and Funds Network
  • Intelliflo
  • O & M
    • Desired Skills and experience:
  • Solid generalist experience within the Professional or Financial Services sector
  • A good working knowledge of appropriate systems e.g. Intelliflo, (database), Exchange would be desirable, although training will be given.
  • Numerate and familiar with operating and creating spreadsheets
  • Comfortable preparing detailed letters and comprehensive reports using meeting notes and summaries.
    • Technical Knowledge and Qualifications: The successful candidate should be comfortable and understand the structure of equity, pension and life products and be willing to learn and understand more complex financial products.Technical knowledge is a pre-requisite. The candidate should have attained the Diploma in Financial Planning and have a Level 4 Qualification.The candidate should be able to obtain CF30 within the near future.Qualifications in this area will be an advantage but equally as important are the attributes listed. Training and development are provided and encouraged. A good academic track record is also a distinct advantage.Key skills and personal attributes
  • Positive, friendly, service orientated person with a can do’ attitude
  • Strong communication skills
  • Honesty, integrity and ability to maintain good working relationships are key attributes
  • Hard working and responsive to the need to deliver a high quality of service
  • Attention to detail
  • Capable of working independently and the ability to manage own workload
  • Able to work under pressure to meet specific time deadlines
  • Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining at all times the highest degree of integrity and confidentiality.
  • Prepared to learn and to invest time to maximise their own potential
    • What we offer
  • Up to £45k dependent on experience
  • Bonus Scheme (up to 10%)
  • 22 days holiday + Bank Holidays
  • Employer Pension Contribution
  • Private medical insurance (minimum of 1 years’ service)
  • Membership to the Health Assured wellbeing service
  • Opportunity to join a rapidly expanding firm at a very exciting stage of growth, with prospects of career progression
    • Job Type: Full-time - Mon-Fri 09.00-17.00Job Location: Finchley N3About Fusion Consulting Group:Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience. For more information, please visit: www.fusionconsult.co.ukEqual OpportunitiesFusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Required skills
  • Advisory
  • Report Writing
  • Database Systems

    • Keyskills :
    Advisy Rept Writing Database Systems

    APPLY NOW

    Paraplanner Related Jobs

    © 2019 Naukrijobs All Rights Reserved