Paraplanners - home working

Direct Appointments Limited
London (Greater)
15 Apr 2018
18 Apr 2018
Contract Type
Full Time
Direct Appointments is currently resourcing for Paraplanners with a proven track record of relevant experience to compliment our clients financial planning existing team. You will be based at home on a contract of 12 months leading to permanent status.

Paraplanners should have at least 12-18 months paraplanning experience in a financial services, compliance/risk or wealth management or similar environment with the ability to communicate well with colleagues, clients and third-party service providers and have a good grasp of regulated client facing requirements to be able to fully support colleagues in the business and clients alike.

You will be part of a small professional team that provides a high level of service to established clients. They offer considerable personal development and will support progression opportunities.

The Key Responsibilities of the Paraplanners are:

• Assist the advisors in the delivery of exceptional client service.

• Collate and maintain information and documents required to support the advice team in providing compliant advice.

• Undertaking market research as required, including investments, pensions and protection plans

• Research preparation for client review meetings and generating portfolio reports;

• New business research and preparation of suitability reports following any recommendations made ensuring they contain all necessary client information and the background;

• Undertaking Technical research and analysis

• Participating in ad hoc projects and tasks as and when required

• Liaison with product providers to ascertain any policy information which may be required for your research;

• Comfortable preparing detailed letters and comprehensive reports using meeting notes and summaries.

Previous experience/attributes of the Paraplanner ;

• Excellent report writing skills and a sound understanding of all contract types;

• Close attention to detail, strong communication skills and customer focus above all else is essential;

The successful candidates should be comfortable and understand the structure of paraplanning or equity, or pension or life products and be willing to learn and understand more complex financial products.

• Diploma in Financial Planning (Dip PFS) or working towards the diploma or equivalent experience (support with training will be provided). –an advantage

• Professional and confident manner, with the necessary communication skills to build professional relationships with team, clients and professional connections.

Applications required ASAP as interviews will commence immediately.

The successful Paraplanner will enjoy a highly rewarding career working for progressive company who invest in their employees and value and reward individual contribution.

Direct Appointments Limited provides permanent, fixed term and interim recruitment services to a wide range of clients in a number of sectors. We source exceptional talent and deliver a robust, value added approach to every campaign we undertake; connecting the right high performance people to the right career option.

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