Paraplanner, based in Surrey, competitive salary and benefits package
To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards.
* To draft financial planning reports in order to meet and/or exceed agreed activity targets.* To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice.* To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate. * To negotiate and agree (in conjunction with the Financial Planner/ Head of Research) the placement of contracts with appropriate terms on behalf of clients.* To ensure correct compilation and completion of all new applications and/or schemes in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping/ database management. * To record/ maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.* To file and/or store records and files in accordance with internal standards so they can be accessed and/ or retrieved in an efficient manner. * To understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks.* To develop/ maintain report writing and communication skills to enable effective communications with the client.* To undertake work of a project based nature when required to do so.
* Experience of working in Financial Services in a financial planning, research or technical capacity. * Diploma qualified (and ideally on way to becoming Chartered)* Good listening and communication skills (written and verbal). * Evidence of technical competence.* Appropriate appearance for a 'Professional' office.* Adaptable to changing demands and priorities.* IT skills including use of laptop/ desktop computing, Microsoft Office (or equivalent) and database (CRM) management and preferably Intelligent Office. * Seeks opportunities to develop own skills.* Demonstrates commitment to own development.* Able to prioritise workload.* Able to work to deadlines.