Job Details

Paraplanner/Technical Analyst

Sector:Financial Services

Region : Greater London

Location: London

Salary:

Job Ref.: LPP300915RH

Job Information

Paraplanner
Location : London
Salary - £23,000 - £35,000 dependant on experience + benefits

Are you a Trainee Paraplanner, Paraplanner or Senior IFA Administrator looking for a promotion or new challenge£
Would you like to be an integral part of one of the UK’s top rated Financial Planning firms£
Who are known for offering ‘exceptional’ client service, are very well known within the Financial Services Industry with their competitors and continue to grow in size.
This growing company are now looking to take on a Paraplanner.


Responsibilities of a Paraplanner

• Responsible maintaining the adviser's workload using a back office system
• Writing bespoken and templated technical suitability reports
• Conducting high quality fund and similar product research
• To ensure all compliance requirements are met
• To support other areas of the business when necessary
• To ensure client information is recorded onto the database and to keep this up to date
• Liaising with providers on a daily basis on a range of matters concerning all areas of financial enquiries
• Building relationships with client and keeping them up to date



Are you a Senior IFA administrator, Client services manager, Trainee IFA, Trainee Paraplanner, Paraplanner, Senior Client Services Officer, Experienced Financial Services Sales Support Agent, Technical Administrator, Technical Support Analyst or an Experienced Financial Planning Assistant£
If so this role will be just right for you!


Requirements for a Paraplanner

• Diploma qualified or close to attaining DipFA/DipPFS status
• Have a minimum of 2 years` experience of being a Paraplanner at an IFA/Wealth Management Firm : ideally HNW
• Experience in writing technical suitability reports and conducting high quality fund research
• Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms
• Providing extensive administrative and technical support to the advisors
• Excellent communicator, organized, knowledgeable and technically minded.


To find out more about this exciting opportunity please contact Robyn Hoaksey at Cameron James today