Paraplanner

7 days left

Recruiter
Mansion House Recruitment Limited
Location
London
Salary
35000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Expanding City based IFA Firm are looking to recruit a full time Paraplanner.
Key Responsibilities:
* Provide New Business Processing and Paraplanning support to the team which will require strong research and report writing skills.
* Produce compliant and detailed Client Suitability Reports.
* Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
* Produce all relevant paperwork and regulatory requirements for the Advisers to present potential solutions to clients.

Key Requirements:
* Previous experience within an IFA practice and Paraplanning is essential
* Be qualified to Diploma in Financial Planning (DipPFS) as a minimum ideally chartered or progressing to Chartered. Progress with exams is expected and paid for, and study leave is also given
* Strong attention to detail and accuracy
* Excellent communication skills, both oral and written
* FCA understanding of regulations and products, and their practical application
* Strong Excel skills
* Strong team player