Paraplanner

Recruiter
Search Consultancy
Location
London, UK
Salary
Competitive
Posted
17 Jun 2019
Closes
30 Jun 2019
Ref
1168029929
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner based in London with a well established Wealth Management company, competitive basic salary with good benefits.

Within the role you will be involved in client meetings as well suitability report writing and portfolio research.

You will work closely with your Adviser and support team.

Key Responsibilities

* Deliver high quality reports in a timely manner to our clients, attending client meetings as and when required.
* Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets.
* Ensure cases are referred to Planning Standards/Manager where appropriate to mitigate risk to the business and ensure quality is maintained.
* Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
* Assist with any new business initiatives, as required.
* Proactively identify improvements for the continuing progression of the team.
* Assist Service Delivery Manager (SDM) with workflow management.
* Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.
* Assist with research and surveys.
* Participate in project work where applicable.
* Actively work with other departments, for example Planning Standards (or equivalent) team and Compliance, to ensure all work meets Company standards and improve working processes.

Level 4 diploma or working towards

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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