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Paraplanner

Truestar Talent Ltd
Job LocationLondon
EducationNot Mentioned
Salary34,000 - 36,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My client one of the UKs leading wealth management organisations is currently looking to recruit a Para-planner to join its team, supporting several the Private Client Advisers in this busy expanding area of the business.The role holder will be responsible for researching, analysing and compiling Financial Planning reports, in conjunction with the Senior Private Client Advisers, always ensuring compliance with Business Quality Standards.The role of a Para-planner will involve working on: -

  • Conducting research on clients financial planning arrangements
  • Undertaking investment portfolio analysis, including asset allocation analysis
  • Compiling investment/pension/protection illustrations, projections and associated documentation
  • Preparing client service agreement letters and suitability letters
  • Transferring transaction instructions to application forms
  • Assisting in the management of the Advisers client commitments, diary planning and management of fee income
  • Handling client queries
  • Ensure client files comply with the company business quality standards
  • Assist in checking client valuations
  • Provide support with ad hoc projects and tasks where necessary.
The ideal candidate for the Para-planner position must be able to demonstrate the following skills and knowledge: -
  • Excellent interpersonal skills and telephone manner
  • Excellent personal organisational and administrative planning skills
  • Highly numerate
  • Excellent attention to detail
  • Proven ability to work on own initiative
  • The ability to work well within a team environment and build effective working relationships both internally and externally
  • Good knowledge of Microsoft Office
  • Accurate keyboard skills
Requirements: -
  • Hold the Level 4 Diploma for Financial Advisers (DipFA)
  • A minimum of 2 years experience within an administration role, preferably within the financial services industry
  • Experience of working within a high-pressure environment.
The successful applicant for the Para-planner role will enjoy a great package with the following benefits: -
  • £34,000 - £36,000 (dependent on experience and qualifications)
  • Pension.
This is an excellent opportunity to join the team of an established Financial Services organisation which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, providing you with the opportunityto work towards the Certificate in Paraplanning.Forward a copy of your up-to-date CV today I will contact you to discuss this exciting role.

Keyskills :
ParaplanningWealth ManagementMeeting deadlinesLevel 4 Diploma for Financial Advisers (DipFA®)Undertaking investment portfolio analysis including asset allocation

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