Paraplanner - Successful Boutique Practice

JWS Resources Ltd
London, South East England
09 Jul 2017
08 Aug 2017
Contract Type
Full Time

Paraplanner - Successful Boutique Practice
Location: London
Salary: £30k - £35k, dependent on qualifications

Our client is a successful boutique firm that forms part of a larger network. As a business that has a truly enviable retention rate, our client holds their clients very dear, and they're looking for a Paraplanner to join their team who holds the same principles. Working as a part of a small team environment, the Paraplanner will provide technical support to the financial planning team.This role would be particularly suited to someone seeking a long-term career as a Paraplanner.

This role will compile of duties including (but not exclusively) the following:

• Technical preparation of client files / agenda for client meetings
• High level of attention to detail with regards to existing client files and needs
• Face to face with financial adviser after client meetings
• Use of cashflow planning software such as Voyant for client presentations / meetings
• Actioning all technical actions arising from client meetings
• Dealing with all incoming client technical queries via telephone and email, proactively supporting the Partners.
• Preparation of suitability letters with regards to a range of financial products and services
• Processing protection quotes and applications

Skills, attributes and qualifications required for this role are:

• Part or full Diploma Level 4 qualification
• Good knowledge of all Microsoft Office products, Word, Excel, Outlook etc.
• High level of attention to detail
• A desire to learn and progress in the financial services industry
• Being a driven and self-motivated individual
• Client-focussed approach to working