Senior Paraplanner

Recruiter
Recruitment Genius
Location
London (Greater)
Posted
29 Mar 2018
Closes
13 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The Role

The main purpose of the position is to provide paraplanning support to the founder and sole IFA at the firm.

This is a great opportunity for an experienced Paraplanner to join a growing firm, one that embraces modern-day work practices.

Responsibilities:

- Producing detailed, accurate, technical reports, for clients.
- Formulating comprehensive plans for High Net Worth individuals.
- Preparing technical analysis for client meetings (using Excel / Voyant / Synaptics / Dynamic Planner).
- Creating and updating bespoke 'Asset Allocation' reports.
- Maintaining the company's client propositions.
- Updating Intelligent Office daily.
- Contributing towards the firm's GDPR policies.
- Preparing 'standard', 'transfer' and 'complex' suitability letters to clients.
- Liaising with clients, fund managers, platforms and insurers.
- VCT/EIS administration & research.

Candidate requirements
- Excellent English language communication skills (both written and oral).
- Strong organizational skills including abilities to multi-task and prioritise.
- Team player who is also capable of working individually.
- Microsoft Excel & Microsoft Word experience, preferably, to an advanced level.
- A 'can-do' attitude, a proactive mindset and a strong work ethic.
- Professional pride in appearance, punctuality, and very high standard of work.

Compensation
£30,000 - £40,000 base salary plus annual discretionary bonus.
This job was originally posted as www.totaljobs.com/job/80687219

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