Job Information

Our client a successful firm of Financial Advisors is seeking a Paraplanner Private client administrator.


Duties:
• The ability to work with advisers to extract the information required to prepare financial plans and recommendations
• The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
• The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
• An understanding of investment risk and the ability to construct recommendations consistent with a clients agreed risk appetite.
• The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
• Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• Excellent report writing skills
• Ability to work as part of a team as well as on your own initiative
• Ability to critically evaluate information, probe and challenge the facts
• A flexible and adaptable attitude towards work
• Ability to work accurately and in accordance with procedures
• Excellent time management, ability to meet deadlines
• General knowledge of the products available in the wider market and how to assess the suitability of these products
• Good understanding of compliance issues
• 3 years experience in a paraplanning role
• Experience of Microsoft Word, Excel, Outlook and provider platforms
• Qualified to Diploma Level or working towards