Coast Specialist Recruitment
13 Apr 2018
12 May 2018
Contract Type
Full Time
Job description

We are recruiting for an experienced Financial Services Paraplanner within a successful wealth management firm.

An excellent opportunity has arisen for a professional, adaptable and experienced individual within a family-run highly successful wealth management company in Epsom, Surrey.

The role:

The successful candidate will be based in a busy and enjoyable office ensuring technical reports and recommendations are generated by the Practice accurately and reflect their clients’ particular circumstances.

Specific role requirements:

  • Detailed technical report writing skills within Wealth Management. Particular knowledge of pensions, investments and estate planning would be highly advantageous.
  • Attendance at client meetings with the Advisers as appropriate, presenting financial planning reports and taking details.
  • Preparing technical documentation for client meetings
  • Use of CRM software to create, update and maintain personal client information
  • Identifying and managing marketing opportunities for the business
  • Preparation and submission of client applications
  • Preparation of standard, transfer and complex Suitability Letters to clients, achieving "suitable first time" quality of documentation in line with company practice.
  • Keeping up to date on all new industry specific regulations, including FCA Conduct of Business Rules and compliance matters, and ensuring these standards are maintained.
  • Desired Skills and Experience

    The person:

    This is an interesting and challenging role that would suit a confident, literate, numerate, IT proficient, professional individual who enjoys using their initiative and who has a 'can do’ working style. The successful candidate will have contact with clients, be confident in dealing with third parties and be able to work with total discretion.

    Person specification:

  • An experienced Financial Services Paraplanner. Ideally, you will be working for an IFA or in a Wealth Management environment and hold the Level 4 Dip PFS qualification (but preferably Chartered/Fellow Chartered, or are working towards this).
  • Alternatively, you may be FPC qualified and/or have significant industry experience.
  • We are looking for an individual who is creative and has abilities in the areas of pensions, investments and Estate Planning.
  • Preferably someone who is experienced in creating/designing holistic advice solutions.
  • The role may be attractive to someone who might be in one or more of the following roles: Previous Financial Advisor, experienced Pensions, Investments or Estate Planning Practitioner, experienced high level Paraplanner, or a technician currently working on a helpdesk/technical support for example, and wanting to take the next step.
  • A quick thinker, able to think on their feet with ability to priorities their work load.
  • Have a high level of literacy and numeracy.
  • Demonstrated proven longevity in previous positions.

  • This job was originally posted as

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