Paraplanner

  • Location

    Wallington, London

  • Sector:

    Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £28000 - £35000 per annum + Benefits & Bonus

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2491_1592556250

  • Published:

    3 months ago

  • Expiry date:

    2020-11-19

  • Consultant:

    Benjamin Holmes

Our client is a highly regarded Financial Planning business which currently seeks to recruit a Paraplanner to join their well established team.

 

Based from their offices in Wallington you will be required to provide paraplanning support to a team of Financial Advisers on a daily basis. You will be the technical support member of the team and you should therefore have in depth experience as a Paraplanner within an established organisation.

 

Duties include:

  • Ensuring appropriate data is accurately recorded on the back-office system and in line with Company procedures.
  • Undertaking research in relation to investment funds and products, producing suitability reports (using Suitability Letter template systems) and obtaining illustrations at times.
  • Sit on the Investment Committee to continuously review processes, products and funds in the market etc

 

Key competencies:

  • Must have a sound knowledge of pensions and investments - Qualifications of CF level or RO level will be beneficial but not essential.
  • Ability to work within a defined business process in a high-pressure environment with attention to detail imperative.
  • Ability to multi-task and prioritise, plan own workload and manage Advisers' expectations.
  • A 'can do' positive approach to work.
  • Good communication skills.
  • Ability to use own initiative and to work both on your own and within a team.