Paraplanner

2020-06-23 18:15:352020-08-27Jenson Fisher
Job TypePermanent Full Time
LocationCity of London
AreaCentral London, EnglandCentral LondonEnglandCity of London
SectorFinancial Services - Paraplanner
SalaryTo £45,000
Start DateASAP
Advertiserremoteapi
Telephone0203 375 6000
Job Ref2306204
Job Views144
Description
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
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