Job Information

Our Clients are independent financial Advisors and Planner with their headquarters Weybridge who specialise in Wealth Management, Retirement Planning, Estate Planning, Protection and Mortgages. They require an experienced Paraplanner, ideally level 4 but not essential.

Job Description
Job Title: Technical Paraplanner

Job Purpose: To provide technical administrative support to Financial Advisers

Main Activities: To produce accurate compliant client reports for Financial Advisers

Assist in updating compliant client report templates
To collect relevant data in order to complete the reports
Produce quotations on financial products for comparison
Processing of investment, pension and protection new business and following the case through to completion
Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking
Assist in client meetings when requested
Type letters and draft routine correspondence
Complete annual review procedure
Maintain all necessary systems

Skills/competencies:
Familiar with Word and Excel
Report writing skills
Good team worker
Good written and verbal communication skills
Highly organised
Able to exercise initiative

Qualifications:
Essential : Educated to GCE ‘A` Level, GCSE English, GCSE Maths

Financial Planning qualifications

Experience : Three years office experience including at least two years in a similar role/working environment