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Posted 24 April by Cameron James Featured Ended

We are currently looking for a motivated individual, experienced in Paraplanning for our clients based in Rickmansworth also with offices in central London. The role is well suited to an organised and sociable individual who is happy to work in a team environment. A successful individual will prove to be competent at all types of financial administration and be willing and able to be flexible and organised. In an office environment there will be many and varied tasks that require completion. Our clients` are seeking a "lifelong candidate" Previous experience of working in a financial services environment is going to be essential. You will also be diploma qualified or working towards.

The successful candidate will be responsible for the following:

  • Working with the financial planner to manage client portfolios under our discretionary management service
  • Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner
  • Ongoing review of client portfolios on a quarterly basis providing a high level of service to the clients and financial planner
  • Undertaking general administration and completing financial planning reports meeting our compliance standards
  • Involvement in new client portfolios and migration of assets to our preferred wrap platforms

The ideal candidate will possess the following skills and experience

  • A high level of attention to detail and accuracy
  • Confidence in dealing with high net worth clients with portfolios of £1m+
  • Ability to work in a fast paced dynamic environment
  • Self motivated with strong prioritisation and organisational skills
  • Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate

Required skills

  • DB
  • Research
  • Fund Switches
  • Suitability Letters
  • Technical reports

Reference: 34643841

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