Paraplanner
- Job reference
- 18E88943
- Location
- London, London, United Kingdom
- Start date
- 29/04/2022
- Sector(s)
- Administration & underwriting jobs / IFA jobs / Investment jobs / Other jobs
- Contract type(s)
- Full time
- Salary
- £38,000-£43,000
- Date posted
- 29/04/2022
Description, duties, responsibilities
Paraplanner
London
£35,000 - £40,000 + benefits
My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Paraplanner to be based primarily the office and work within a team supporting two experienced financial planners. This is a challenging role where the company will provide the successful candidate with the required training to further their career and professional development.
You’ll be relied on to prepare high quality reports, obtain quotations and investment valuations for client reports. You will liaise directly with clients, attend and contribute to client meetings as well as undertaking research as required on specific projects. You will also be help with investment purchases and sales under the Discretionary and Advisory Management Services.
To qualify you will need to be
- A paraplanner ideally or an experienced adminisitrator, part or diploma quaified.
- Solid generalist experience within the Financial Services sector.
- Good understanding of compliance issues and maintenance of client files and confidentiality.
- A good working knowledge of appropriate systems
- Numerate and familiar with operating and creating spreadsheets.
- Comfortable in crafting detailed letters and comprehensive bespoke reports.
- Strong organisational skills required.
Ref: 5139
Personality requirements and skills
Good level role for an experienced administrator or paraplanner, looking for great opportuity and progression to a financial planner.
