Paraplanner

Recruiter
James Associates
Location
London
Salary
35000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Ref: 805

Paraplanner

London

£30-£45,000 + Benefits and Bonus

This growing dynamic financial planning practice offering general, niche and ethical investment and financial planning solutions is seeking an experienced paraplanner.

Responsibilities will include:

Provide technical support to the advisers, whilst producing financial and investment reports.

Provide the backup to enable advisers to concentrate on fact-finding, client review and relationship management.

Attend both client meetings and product update meetings where required Answer technical queries

Preparation of suitability reports and client letters across a broad range of products

Assess client needs and articulate appropriate recommendations with guidance from the adviser

Understand, follow and demonstrate an awareness of compliance, regulations and procedures

Be able to assist and contribute to the development of the financial planning proposition, new processes and systems within the team.

Undertake cash flow modelling analysis

You will need:

Circa two years’ experience in a similar role

Be qualified to Diploma level as a minimum ideally progressing further with professional exams

Progress with exams is expected and paid for, and study leave is also given.

Experience of Adviser Office/1st/XPLAN preferred

Experience of cashflow modelling/Voyant preferred