Junior Paraplanner

Recruiter
MB Fitzgerald
Location
United Kingdom
Salary
From £35,000 to £35,000 per annum Plus bonus + benefits
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client is a first class wealth management business close to Kings Cross. Their current requirement is for an experienced Senior Administrator or Junior Paraplanner to join the organisation to provide support to a Senior Financial Planner.

75% Junior Paraplanning & 25% Office Administration

Support the Senior Paraplanners and Consultants.

Oversee changes/restructures of clients’ financial planning requirementsGeneral client work (mostly investigative)Attend, when requested, client meetings alongside the paraplanner and/or consultant

Annual Review Valuation Reports

Report writingObtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowancesChecking/correcting valuations

Systems

Requires a good understanding of Avelo/IRESS/1st

Financial Report writing

Suitability lettersISA lettersFund switch letters – including assisting Paraplanners with client’s asset allocation breakdown and portfolio realignment to the benchmark risk profile.

Collating Information and Documentation

Obtaining illustrations, application forms, product and fund information from providers including charges, AMCs & TERsExchange quotes Prepopulating forms and drafting letters of instruction.Obtain information regarding products and investment funds.Fund research

Basic office administration duties

Post am/pmOrganise meeting rooms for client meetingsStationary ordersMaintaining filing system including onsite and offsite archivingPrinting & ScanningDrafting letters of authorityInput Finametrica details to obtain risk profileAnswer email queries from the LLP/Tax Department
This job was originally posted as www.totaljobs.com/job/76115912