Paraplanner

Posted 23 January by Advance Search & Selection Ltd Featured

Central London

Salary: c£40,000-£50,000 + Benefits and bonus

Working for a Chartered Financial Planning business who are highly profitable and successful, your role is to work closely with experienced Chartered advisers.

QCF 4 - CII diploma to QCF 6 CII Chartered Financial Planner

Key Skills:

  • Thorough knowledge of product research and analytical tools
  • Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
  • An understanding of FCA regulations and guidelines relating to financial services clients
  • Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally
  • Good communication skills (written and verbal) that are effective and meet business needs
  • Ability to prioritise and organise own workload
  • Ability to work under pressure and to deadlines
  • Accuracy of work and attention to detail
  • The technical aspects of preparing for client meetings.
  • Preparing and compiling financial analysis
  • Analysing client data and preparing cash flow analyses
  • Researching products to support recommendations
  • Compiling financial planning recommendations and suitability reports
  • Providing support for the Client Partner and Financial Planner
  • Ensuring that all regulatory and compliance standards are met
  • Liaising with product providers and other relevant third parties
  • Ensuring that all client requirements are followed through to the appropriate conclusion
  • Managing, recording and monitoring client annual reviews on behalf of the Client Partner and Financial Planner(s)
  • Pension contribution checks
  • Produce correspondence to clients, providers and third parties as appropriate, in an efficient and professional manner
  • Keep up to date with market conditions and the strengths and weaknesses of competitors to support effective decision making
  • Promoting the profile of the business within the profession and wider communities
  • This is an excellent opportunity to join a highly professional boutique Wealth Manager. They believe in staff development and assist in helping to develop your knowledge and skills and will help you to become Chartered.

Contact: Advance Search & Selection Ltd

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisers, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Required skills

  • Financial Planning
  • Investment
  • Pensions
  • Wealth Management
  • IFA

Application question

Level 4 qualification?

Reference: 34303500

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