Paraplanner
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| Job Type | Permanent Full Time |
| Location | London |
| Area | Central London, England |
| Sector | Financial Services - Paraplanner |
| Salary | £45000 - £55000 per annum |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-34443 |
| Job Views | 60 |
- Description
- My client is a multi-award winning, independently-owned business that have made a point of growing organically and with care, never looking to mergers or acquisitions as a quick source of growth, but instead cultivating relationships and building talent from within. That way they can be sure not only their staff, but all of their clients also share their core values and they can prioritise uncompromised client service. Being one of London's most reputable and distinguished Investment & Wealth firms, this is a fantastic opportunity to join them as a Paraplanner with great development opportunities into Advice.
They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports.
Responsibilities:- Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
- Ensure product research is kept up to date
- Production of client reports within agreed timescales
- Obtain and prepare paperwork required for client meetings and business submission
- Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
- Build technical Knowledge to achieve chartered financial planner status
Experience:- Educated to A-level standard or equivalent
- Fully or part qualified CII DipPFS as a minimum
- At least 12 months industry experience in paraplanning role
- Experience of providing customer service to HNW individuals
- Previous use of First software or Intelliflo is advantageous
- Previous use of Voyant or alternative Cashflow software is advantageous
