Paraplanner

Our client is looking for an experienced Paraplanner to join their expanding team in London. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. Your duties would include:

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- Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

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- Providing high quality technical, administrative and research support to the Advisers;

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- Undertaking whole-of-market research as required, including investments, pensions and protection plans;

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- Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;

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- Liaising with the Regulatory & Technical team to ensure the advice is compliant;

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- Be able to prioritise work in your queue by liaising with advisers on a regular basis;

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- Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;

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- Building strong and effective working relationships with other teams in the firm and third party product providers;

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- Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role;

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- Ensuring that all client records and data are maintained accurately and efficiently;

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- Participating in ad hoc projects and tasks as and when required.

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Knowledge, Skills and Experience

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Essential:

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- The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;

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- Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;

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- Proficiency in complex report writing;

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- Experience liaising with third party providers;

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- CII Diploma in Financial Planning (as a minimum);

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- Excellent grammar, spelling and punctuation skills;

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- Excellent interpersonal and communication skills;

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- A high standard of personal organisational and time management skills;

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- Experience within Private Wealth Management;

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- Experience of working to targeted service standards and procedures;

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- A good working knowledge of regulatory requirements;

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- Ambitious and goal-orientated;

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- Evidence of continual learning and development of skills and knowledge;

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- Experience of working unsupervised with a high level of self-motivation;

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- Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

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Desirable:

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- Experience of using CURO or IRESS software;

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- Experience of using FE Analytics and Voyant;

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- Previous experience dealing with Group Life and Pension Schemes;

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- Part FPC/RO/CF qualified;

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- Experience of training and people development.

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Core Requirements

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- Compliance with the Financial Conduct Authority Handbook and that body’s regulations;

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- Maintain an understanding of the regulatory environment commensurate with the role;

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- Maintain awareness of all risk-related issues and ensure compliance with the Company’s’ standards, policies and procedures;

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- Build and maintain effective relationships within the Company;

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- Motivate and develop fellow employees;

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- Engender a positive and professional working environment that encourages quality staff to join the Company and develop within the business;

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- Undertake the working day in accordance with Core Values.

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If you are interested in this role then please forward your CV to Sam at Artemis Recruitment.