Senior Parplanner

Coast Specialist Recruitment
London, South East England
16 Jun 2017
16 Jul 2017
Contract Type
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


  • 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