Job Information

Our clients are an established, large, successful Wealth Management firm Based in North London who require a Paraplanner. 

This is a Hybrid role. Salary up to £45,000 for the right, fully qualified candidate. Salary neg if not fully qualified. 

The role of a Paraplanner is to support one or more Financial Adviser/s with the advice process in a compliant and efficient manner. This involves: 

· Managing tasks and the advice process on X-Plan.

· Conducting regular meetings with the Adviser in order to:-

·         Manage new business leads; o keep abreast of the Adviser’s(s) new business pipeline, their targets and how they are doing against targets; o receive and manage client meeting notes.

·         Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and also the advantages and disadvantages of each product.

·         Writing client suitability reports using the company’s preferred report writing software in the following areas:-

·         Protection;

·         New pensions;

·         Pension switches;

·         Self-invested personal pensions; o retirement options; o investments, including ISAs, investment bonds, OEICs, structured products.

·         Keeping abreast of current pension and tax legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given.

·         Understanding and suitably applying the company’s investment process and various investment offerings to meet a client’s attitude to risk, personal circumstances and financial objectives. · Understanding and using the company’s software to support the advice process, including:-

·         Develop a working knowledge of insurance providers websites/online client platforms 

Please apply online or contact Cameron James for a full job description