Aston Jones Recruitment
16 Mar 2017
15 Apr 2017
Contract Type
Full Time

My client is an Independent Financial Advisory firm offering advice for post and pre-retirement planning, saving and investing, mortgage, protection and general insurance. They have been established for 8 years and they take a special interest in each and every one of their clients both existing and new.

Due to continued growth and success they are now seeking an experienced Paraplanner to provide holistic support to a small team of Financial Planners in their Cardiff practice.

The role will involve ensuring the business generated by the Wealth Managers you work alongside is processed correctly and in a timely manner. This role is to be based in their Fareham office.

Role responsibilities:

  • Work closely with advisers and clients to provide a comprehensive support service
  • Meeting with clients, fact finding and capturing aims and objectives
  • Reviewing and analysing investment portfolios
  • Researching providers and products
  • Creating recommendations and draft plans
  • Writing suitability reports
  • Client correspondence
  • Preparing for client reviews
  • Working with our CRM and Compliance systems

Person specification:

  • A strong work ethic and a disciplined and well organised approach are essential together with a desire to deliver an excellent service to clients
  • Ability to readily build relationships with colleagues and clients
  • Methodical approach to research and analysis
  • Ability to construct well-reasoned and clear arguments
  • High standards in use of the English language
  • Solid numeracy
  • Good presentation skills
  • Ability to work calmly under the pressure of deadlines
  • Attention to detail and completeness
  • DC and DB pensions transfers
  • Portfolio investing
  • Use of CRM and workflow systems
  • FCA compliance procedures
  • MS Office including Word, Excel and Outlook
  • Use of analysis tools such as Selectapension, Defaqto, Voyant etc
  • Some experience of team-leadership will be advantageous

For the right candidate, my client is offering a fantastic package:

  • Base salary between £25,000 to £32,000 depending on experience
  • Office hours: Mon to Fri, 9am to 5pm
  • Company pension scheme and gym membership plus
  • A host of other benefits to be discussed at interview stage

This is an excellent opportunity to join a successful and growing team of business professionals at an exciting time. My client is interviewing now so send your CV asap to be considered for this role.