Paraplanner

Posted 26 March by Jenson Fisher Consulting Ltd

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£40,000 - £50,000 per annum

West London , London

Permanent, full-time

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My client are a prestigious, independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK. Since 1989, they have been advising clients how to save, plan and invest for their families and futures. In a time when many businesses are moving to digital-only services, this business' greatest assets include the collective expertise of their people and the personal nature of the service they provide. They also pride themselves on being innovative in their approach, as they always look for new and distinctive ways to improve the service they offer to their clients.

They are now looking for 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 and research.

Key Accountabilities

Liaise with the 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.

Candidate Profile

Will hold the CII DipPFS qualification
Will have at least 1-2 years of report writing experience, preferably within a Wealth Management setting
Will possess a client focus and concern for quality, ensuring client satisfaction and retention
Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams
Maintains a full and proper understanding of the financial services market
A diligent worker with a high level of attention to detail

Reference: 52378494

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