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 Paraplanner

Essential

• 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 client’s 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