Senior Paraplanner

Brook Street UK
13 Apr 2018
18 Apr 2018
Contract Type
Full Time
Are you a Senior Paraplanner with current experience in a similar role. You will have your RQF level 4 Diploma in Financial Planning and have investment committee and portfolio asset allocation and find analysis experience. This role is joining a professional team of qualified Financial Advisors and will be based at their Head Office in Maidstone.

Main Duties:

Good technical knowledge of pensions and investments and be ethical and trustworthy providing vital support to advisers which includes researching of products and providing of compliant suitability reports

* Be a member of our Investment Committee, working closely with our Investment Director and Committee members in providing data and analysis for review and discussion at quarterly meetings
* Implement any changes agreed to our portfolios following the Investment Committee quarterly meetings
* Preparation of client files for meetings
* Provide the backup to enable advisers to concentrate on fact-finding, client reviews and relationship management
* Ensure that internal and external compliance regulations are met in all aspects of work that is carried out
* Provide an illustration service for all advisers
* Ensure all correspondence leaving the department is checked for errors and is at the highest standard
* Ensure industry knowledge is kept updated

Qualities Required:

* Due to the nature of this role we will only consider candidates with present active paraplanning skills and experience
* Hold the Diploma in Financial Planning
* Advanced investment qualifications would be desirable
* Investment committee and portfolio asset allocation and fund analysis experience
* This is an extremely varied role and would suit someone who is dynamic, self motivated and extremely well organised
* Compliance and regulatory awareness
* Excellent attention to detail and accuracy
* Good Communication skills
* Sound Industry knowledge
* Effective administration skills
* Ability to take initiative, problem solve and develop solutions
* Knowledge of Word, Excel, Outlook, Intelligent Office software

Remuneration & Benefits:

The office hours are 9am to 5pm (including one hour for lunch)

* Employers matched pension contribution of up to 5% of salary upon successful completion of probationary period

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