Paraplanner - London

Additional Resources Ltd
06 May 2017
05 Jun 2017
Contract Type
Full Time
Paraplanner - London


My client is one of the largest and most successful wealth management consultancies in the City. They are currently looking for a Paraplanner with several years experience, MUST BE qualified to Diploma Level (or one exam away) and looking to take a next step in their career.


The ability to work with advisers to extract the information required to prepare financial plans and recommendations. General knowledge of the products available in the wider market and how to assess the suitability of these products. The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation. The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required. An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite. Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients. The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client`s circumstances a good understanding of compliance issues and how these affect the advice and suitability process. Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner.

Ability to work as part of a team as well as on your own initiative

Ability to critically evaluate information, probe and challenge the facts

A flexible and adaptable attitude towards work

Ability to work accurately and in accordance with procedures

Excellent time management, ability to meet deadlines

Experience of Microsoft Word, Excel, Outlook and provider platforms

In addition, the following skills are desirable:

At least 3 years experience in a paraplanning role

Previous use of Swift back office system

Previous use of Voyant software

Previous use of FE Analytics

Knowledge of Corporate Pension Administration

Progression towards Advanced Diploma

The company offers a very competitive salary and the following benefits:

Discretionary annual bonus, Contributory pension scheme, Private Medical Insurance, 4 x Death in Service Life cover,

Permanent Health Insurance and Interest free season ticket loan

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003