PARAPLANNER - London (City)- £48,000

Recruiter
Clark James Insurance & Financial Services Recruit
Location
City of London, London
Salary
37000.0000
Posted
20 Jul 2017
Closes
19 Aug 2017
Contract Type
Permanent
Hours
Full Time

Clark James Financial Services Recruitment is working with a highly established IFA for a highly experienced Paraplanner to join their office based in London. The Paraplanner will be providing technical expertise to advisers, dealing with HNW clients.

Key Responsibilities:

  • Help provide solutions to clients needs and give them a service which surpasses their expectations
  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Attending client meetings and taking minutes
  • Analysing and interpreting data obtained during client meetings
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Undertaking fund performance comparisons, preparing product comparisons and analysing comparison illustrations
  • Preparing cashflow plans using Voyant Software
  • Preparing draft recommendation reports in line with the Company’s compliance procedures
  • Analysing client’s asset allocations and providing recommendations for rebalancing where necessary
  • Liaising with the Compliance department to ensure all compliance procedures have been followed
  • Building and maintaining client relationships through face to face and written/telephone communication

Required Skills & Knowledge

  • Must hold the Diploma in Regulated Financial Planning with the addition of AF3 (Pensions Planning)
  • Have excellent technical knowledge of all Pensions products, including transfers and a strong overall knowledge of Investment and Protection products
  • Have strong IT skills including Swift backoffice system, Voyant and FE Analytics
  • Excellent written and verbal communication skills
  • Ability to build a strong proactive working relationship with advisers, administrator and clients
  • Have an efficient, enthusiastic, forward thinking manner using organisational and prioritising skills
  • Able to work well under pressure using your own initiative as well as part of the team.

Remuneration

  • Basic salary - up to £48,000 (Depending of experience and professional qualifications)
  • Pension Scheme
  • Life Cover
  • Income Protection
  • Private medical Insurance
  • Discretionary Bonus