Paraplanner

We currently have a vacancy available for a Paraplanner (Hybrid, 3 days in office and 2 days working form home)  to join a friendly IFA practice in London. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.

 

In addition, you will work closely with the Financial Advisers by providing technical support in the process of servicing their Clients’ Financial Advice needs, providing excellent standards of client service and conduct detailed research on clients’ existing and potential arrangements and producing timely and compliant Financial Planning Reports.

 

 

The key duties of the role are listed below.

Writing Financial Planning Reports that Advisers present to clients

Assisting with reviews and customer requests as well as acting as a point of contact for the clients to deal with day to day queries

Supporting Advisers by conducting research on products and helping find the right solutions for clients

Back office support

Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures

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, Paraplanner/ report writing experience is essential

Outstanding communication skills at all levels

Ability to produce business correspondence with a high degree of accuracy

Analytical and problem-solving skills

Confident with IT and office software packages (Word, Excel, PowerPoint etc).