Job Details
AF3 Paraplanner Excellent Package
Sector:Financial Services
Region : Greater London
Location: EC2N 2AT
Salary: salary neg plus excellent benefits
Job Ref.: CL2605DH2
Job Information
Our Client is a leading Wealth Management firm requiring a qualified ParaplannerEssential
Qualified to Diploma Level with AF3 exam
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
General knowledge of the products available in the wider market and how to assess the suitability of these products
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, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
The skills and knowledge needed to create and adapt a cash flow plan appropriate to the clients circumstances
A good understanding of compliance issues and how these affect the advice and suitability process.
Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
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
Experience of Microsoft Word, Excel, Outlook and provider platforms
Desirable
At least 3 years experience in a paraplanning role within an IFA firm
Previous use of Swift back office system
Previous use of Voyant software
Previous use of FE Analytics
Knowledge of Corporate Pension Administration
Progression towards Advanced Diploma
Responsibilities
To provide paraplanning support to one or more advisers which includes, but is not limited to, the following:
To help provide solutions to clients needs and give them a service which surpasses their expectations
Dealing with day to day client and provider enquiries
Preparing for client meetings including checking that all compliance paperwork is present.
Attending client meetings and taking minutes
Analysing and interpreting data obtained during client meetings
Pay and benefits to be discussed on application