Paraplanner / Wealth Management Sales Support
Our client is a small thriving financial services business based in West India Quay (Canary Wharf, London) and Heron Tower (near Liverpool Street, London). We are looking for an experienced financial planning technical administrator who has Level 4 qualifications or has started working towards their Diploma in Regulated Financial Planning or similar.
We would be looking for you to support our Financial Adviser who is a Chartered Financial Planner. The responsibilities would include assisting in carrying out research, preparing financial plans, writing reports and managing client relationships.
The business advises clients on pensions, investments, ISAs, bonds, VCTs and EISs. If you have experience of Openwork / Zurich / IFDL we would be very interested in hearing from you. If you are used to using Voyant and Analytics that would be ideal.
We are looking for someone with experience of financial products and who understands their technicalities and has at least one year's experience of working with them, who is looking to grow within a small, friendly but professional business who will support you in continuing with your qualifications and professional development.
The role requires a good working knowledge of financial planning products and services, ability to conduct research, excellent report writing skills, good understanding of compliance issues and fabulous interpersonal skills.
Our client was established 14 years ago as a mortgage business and more recently as a financial planning business as well. Two years ago we brought another business owned by the Directors under our client’s umbrella - this business already had extensive experience in pensions and investments and a well-established client bank.
The business has an administration hub in West India Quay in dynamic Canary Wharf which is where the role would be based, plus an office in Heron Tower near Liverpool Street for client meetings. The role would be based in the office full-time from Monday to Friday.
This is an excellent opportunity for an experienced technical administrator who is looking for a good basic salary to work with a well-established and reputable organisation offering holistic financial planning.