Job Details

Paraplanner

Sector:Financial Services

Region : South East England

Location: Letchworth

Salary: Salary dependant on experience and qualification

Job Ref.: CL1012P

Job Information

Our client is seeking a Paraplanner for their office in Letchworth Herts. The role is ideally focused for those who wish to develop themselves within the industry. The Director is personally putting a focus on the applicants desire and dynamism, rather than experience.

Company Description

• Well respected & growing IFA firm

• RDR Compliant. Fee based proposition embracing Wrap technology

• In-house risk graded passive investment portfolio

• Part of Accountancy Group

• Firm of Chartered Financial Planners


Job Description

• Responsible for providing efficient professional support to an Adviser/Director of the company.

• dealing with clients of the business in a non-regulated capacity

• obtain information and research client recommendations prior to report completion

• generate cash-flow models and present findings to Director (eventually direct to client). Full training on Voyant cash-flow software will be provided to ensure fluency

• input and maintain information on the Company’s IT systems including: Standard Life Wrap, Ascentric Wrap, Aveloetc

• liaise with colleagues working with them closely to understand clients, workloads etc., prepare computer based valuations and reports, prepare renewal information, attend training courses as required by the Company and deal with any incoming telephone calls relating to above duties

Person Specification

The role is suitable for an experienced paraplanner with at least 3 years experience in the Financial Services industry and preferably holding or studying for appropriate Diploma qualifications i.e. CII Diploma or equivalent.Computer/word-processing skills are essential. Experience of completing research and reports for investment and pension scenarios preferred.

Good administration skills and working knowledge of Financial Services terminology and products expected.

Able to represent the Company in a professional manner during client meetings attended with Advisers