Paraplanner

Recruiter
Redex Recruitment
Location
Crystal Palace, UK
Salary
Competitive
Posted
27 Jul 2019
Closes
01 Aug 2019
Ref
1186364473
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Location: Crystal Palace, London, SE19

Hours: 9.00am to 5.00pm, Monday to Friday

Salary: circa £35,000. Dependent on experience and qualifications

Role Description:

You will work closely with Financial Advisers by providing technical support in the process of servicing Clients' Financial Advice needs.

You will instinctively provide excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements. After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports.

Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.
  • Supporting the Advisers by conducting research on products and helping find solutions for medium to high net worth clients and companies.
  • Writing Financial Planning Reports that our Advisers present to clients.
  • Arranging for plans to be submitted to provider companies.
  • Assisting with reviews and customer requests as well as acting as a point of contact for the our clients to deal with day to day queries.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines, rules and regulations.

Experience & Skills:
  • Experience working in a "Whole Of Market" Financial Advice firm preferably as a Paraplanner is essential
  • Role holders will be motivated, friendly and professional at all times.
  • Excellent time management and organisational abilities.
  • Outstanding communication skills at all levels.
  • Experience of working as part of a team.
  • Flexibility/ adaptability to cope with change.

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