Our client are a well established Financial Planning business with offices in London, City.
Due to on going growth within the business and increasing business levels, they now require an experienced Paraplanner to join their team. You will be part of a highly professional and qualified paraplanning team that provide technical support to the Financial Planners of the business. Daily duties will include; bespoke report writing, producing fact finds, investment research, regularly speaking with clients over the telephone and attending client meetings when required.
The successful candidate will hold their Diploma in Financial Planning as a minimum and any further CII qualifications would be considered advantageous.
Duties will include;
Support the advice process, including
Preparing documents for new clients and where new advice is given to existing clients
Constructing complex valuations, including templates for new clients where required
Preparing cashflow analyses using Voyant (or similar) software
Completing all cost comparisons
Drafting Executive Summaries for review
Create the first draft of straightforward client letters/proposals (e.g. ISA top ups) and provide to Suitability and Technical Support Manager for review.
Create first draft of annual reviews for review by Consultant.
Liaise with Paraplanning and the Administration team to expedite advice process efficiently.
This is an excellent opportunity to join a reputable and well known organisation who are highly regarded in the market.