Paraplanner - Wealth Management Company - City

Morgan Spencer
17 Mar 2017
16 Apr 2017
Contract Type
Full Time
THE COMPANY: My Client a Wealth Management company in the city are looking for a Paraplanner with 3 years experience.


-Dealing with day to day client and provider enquiries

-Preparing for client meetings including checking that all compliance paperwork is present.

-Attending client meetings and taking minutes

-Analysing and interpreting data obtained during client meetings

-Analysing client’s existing products to determine whether they meet the client’s current objectives

-Undertaking fund performance comparisons

- Preparing product comparisons and analysing comparison illustrations

- Completing the FCA pension switching and replacement product templates

- Preparing cashflow plans using Voyant Software

- Preparing draft recommendation reports in line with the Company’s compliance procedures

- Analysing client’s asset allocations and providing recommendations for rebalancing where necessary

- Delegating administrative tasks and ensuring work is correctly completed

- Maintaining client files in line with Company standards

-  Liaising with the Compliance department to ensure all compliance procedures have been followed

- Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures

- Building and maintaining


-       3 Years Experience in Paraplanning role

-       Must have used Swift Back Office and Voyant Software

-       Previous use of FE Analytics

-       Knowledge of Corporate Pension Administration

-       Must have Diploma

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EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.

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