Job Details

Paraplanner

Sector:Financial Services

Region : Greater London

Location: Leatherhead

Salary: Salary negotiable DOE

Job Ref.: CL0806RSCL

Job Information

• to undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients;



Typical Tasks:

• maintenance of client and portfolio records;
• preparation of client files for annual or half yearly reviews;
• process client new business and general client administration as required;
• produce financial product and investment product recommendation reports;
• undertake product and provider research
• preparing necessary paperwork and application forms for client meetings;

• communicate with product providers on case progress, compliance issues and record keeping. Deal with provider errors and mistakes and rectify these;
• Drafting client letters, full admin support to Managing partner



Knowledge, Skills & Qualifications:

• it is required that Administrator Paraplanner aims to achieve either the Certificate in Financial Administration or Diploma. This demonstrates the basic level of technical knowledge which is required in order to undertake the job of a Paraplanner;

• good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients;

• understand the advice process and the need for a commercial relationship with clients;
• strong communication skills and excellent analytical skills; and
• good team player with a flexible approach.