Chartered Paraplanner

Recruiter
Market Talent Ltd
Location
London, South East England
Salary
40000.0000
Posted
17 Jun 2017
Closes
17 Jul 2017
Contract Type
Permanent
Hours
Full Time

Our client is looking to recruit a technical Paraplanner who holds chartered status, based in the City you will be dealing with UHNW clients.

Responsibilities:

  • Draft financial planning reports in order to meet and exceed agreed activity targets.
  • Undertake complex pension work including DB transfers and the order in which benefits should be taken.
  • Develop and maintain the appropriate technical and market awareness knowledge in order to assist the private client financial planner in providing effective advice.
  • Negotiate and agree (in conjunction with the financial planner/ head of research) the placement of contracts with appropriate terms on behalf of clients.
  • Record/ maintain information on intelligent office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.
  • Understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks.
  • Develop/ maintain report writing and communication skills to enable effective communications with the client.

You will an experienced chartered paraplanner with a very strong understanding of the financial planning industry, researching products and technical knowledge. You would have achieved AF3 and have a strong pension’s knowledge