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2020-06-23 18:15:351970-01-01Jenson Fisher
Job TypePermanent Full Time
LocationCity of London
AreaCentral London, EnglandCentral LondonEnglandCity of London
SectorFinancial Services - Paraplanner
SalaryTo £45,000
Start DateASAP
Telephone0203 375 6000
Job Ref2306204
Job Views595
Our client is seeking to recruit an experienced Paraplanner, due to expansion, to aid their financial advisers.  They are a well established firm of financial planners who offer a whole of market financial planning service to their clients.
This is an excellent opportunity for an experienced and qualified Paraplanner to become actively involved in a successful business whilst continuing to develop their career.

Role overview and purpose
Working as part of a lively and friendly client support team, you will be responsible for providing full paraplanning services to our Financial Planners.

Researching product options 
  • Using company in-house and external software to research the market for the most appropriate product for the client and saving all research to the ‘Volume’ filing system
  • Discussing research with Financial Planners and Compliance

Creating client suitability reports  
  • Using company templates to create suitability reports and updating of templates as necessary
  • Presenting suitability reports to Financial Planners
  • Ensuring suitability reports are compliant

Analysing clients’ existing products 
  • Entering details on to ‘Financial Express’ and company analysis software and saving all analysis to the ‘Volume’ filing system
  • Providing a summary of analysis to Financial Planners and Compliance

Creating new business paperwork 
  • Uploading details on to platform provider accounts, printing out applications and literature
  • Completing money laundering checks
  • Ensuring company compliance document is correct and complete
  • Submitting cases to compliance (post client signature)

Producing ‘Voyant’ reports  
  • Inputting data into ‘Voyant’,
  • Updating ‘Voyant’ post meetings
  • Producing ‘Voyant’ reports

Required qualifications and skills 
  • CII Diploma level qualified essential
  • Knowledge of Word, Excel, Outlook, ‘1st ’ software and fully IT literate
  • High level of technical knowledge
  • Attention to detail, thoroughness and accuracy
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

Desired qualifications and skills 
  • Knowledge of ‘Voyant’ financial planning software
  • Knowledge of ‘Fastrak’
  • Knowledge of ‘Selecta pension’ analysis system
Job TypeClear
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