Senior Paraplanner

Robert Walters
10 May 2018
21 May 2018
Contract Type
Full Time

Our client, a high profile, successful, boutique financial planning/IFA Practice that provides a wealth management service to existing clients are seeking an ambitious, driven and passionate Senior Paraplanner to join their existing private client support team.

Key responsibilities:

  • Providing technical, research and administrative support
  • Production of compliant and detailed client suitability reports and presentations
  • Help manage client relationship and taking/making calls in a polite and professional manner
  • Possible attendance at client meetings
  • Keeping full and compliant records on file
  • Liaising with advisers on a regular basis to work on cases and provide updates
  • Prioritising workload in order to meet all deadlines
  • Occasionally taking on project work and assignments
  • Any other administration based duties that are considered appropriate to the role

Person specification:

  • Good knowledge across all advice areas (investment, pensions, protection but not mortgages)
  • A very strong interest in compliance and willingness to perform compliance support role
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process and a knowledge of the financial services industry
  • Excellent report writing skills and have a high technical knowledge
  • Good I.T. skills, ideally knowledge of Adviser Office and Analytics from Financial Express
  • Be able to plan and prioritise your own workload and work with minimum supervision
  • Ability and willingness to take personal responsibility in Director/Adviser support role
  • Able to work as part of a team
  • Relevant industry experience
  • Full FPC essential or recognised equivalent (additional Diploma/AFPC qualifications an advantage but not essential).
  • Willingness to develop, taking further qualifications with full company support

Salary £35,000 to £45,000 dependant upon experience, plus attractive benefits

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