Job Details

Paraplanner

Sector:Financial Services

Region : Greater London

Location: London

Salary: Salary dependant on experience and qualification

Job Ref.: CL2008J

Job Information

Our Client a leading IFA firm in London requires a Paraplanner to support two Financial Advisors.

Purpose of the role:
Searching financial databases and sourcing facts and information about financial products and services leading to initial analysis of products and recommendations for client presentations.
Preparing draft recommendation reports
Preparing for client review meetings.
Attending client review meeting and drafting of meeting notes.
Identify areas for planning.
Dealing with day to day client and provider enquiries.
Creating and maintaining accurate records of all verbal and non-verbal communications.
Building and maintaining client relationships through face to face and written / telephone
communication.
Maintain integrity of client files
Demonstrating adherence to company Anti-Money Laundering procedures.
Preparation of client fee invoices.

Requirements:
Minimum of 3 years experience within a paraplanning role covering all aspects of financial planning on an advisory basis. .
Ideally to have achieved a Level 4 Diploma or working towards a Level 4 qualification.
Good ability to schedule and monitor essential work to ensure optimum use of time and resources; when responsible for a time restrained task is able to define and pursue performance and resource requirements for self and team members.
Organised and able to work under own initiative.