Senior Parplanner

Recruiter
Coast Specialist Recruitment
Location
London, South East England
Salary
30000.0000
Posted
16 Jun 2017
Closes
16 Jul 2017
Contract Type
Permanent
Hours
Full Time

My client is looking for a Senior Para-planner to join their company to work closely with a very experienced Advisers.

The Role

  • Liaising directly with clients as the "assistant consultant". This will include a variety of queries in connection with the client’s financial affairs. It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks.

  • Arranging investment purchases and sales under the Discretionary and Advisory Management Services.

  • Learning and using all applications required for the job including:

    • Excel/Word

    • Financial Express Analytic s

    • Iress/Intelliflo client management system

    • Co-funds and Standard Life Wrap - investment deals & client processing

  • Attend client meetings with Adam Katten and contribute to such meetings

  • Undertake research as required on specific projects

Skills

  • Solid generalist experience within the Professional or Financial Services sector

  • A good working knowledge of appropriate systems e.g. First (database), Excel, etc.

  • Numerate and familiar with operating and creating spreadsheets

  • Comfortable preparing detailed letters and comprehensive reports

  • Strong organisational skills required

  • Preparation of reports to clients on financial planning matters

  • Obtaining relevant literature to accompany client reports

  • Preparation of packs for meetings with clients including investment valuations