Paraplanner

Posted 23 January by Search Consultancy

Paraplanner or Junior Paraplanner based in South West London.

Competitive basic salary and good benefits

Key Roles & Responsibilities
* Technical research and preparation for client meetings
* Preparing client reports and suitability letters
* Preparing pension transfer reports
* Handling technical client queries
* Assisting with creation/evolution of Model portfolios / member of our Investment Committee
* Compliance oversight / Client Files ensuring team complies with FCA and internal compliance procedures

Skills Required
* A minimum of 3 years' experience in a paraplanner role
* Strong knowledge of investment & pension products
* Experience of using provider platforms and product provider extranet sites
* Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
* Excellent verbal and written English
* A flexible and adaptable attitude towards work
* Good time management, ability to meet deadlines
* Positive attitude
* Team player

Skills Desired
* Experience with Intelligent Office software
* Cash flow forecasting (Voyant)
* Select a Pension/Synaptics
* Microsoft Office

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Reference: 34298929

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