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Financial Services



Type of Position: Paraplanner
Pay: £35-£40K


Our client is looking for a Paraplanner to support one or more Financial Adviser/s in their London office.


Key Responsibilities:

  • Managing tasks and the advice process on X-Plan (Back office system).
  • Conducting regular meetings with the Adviser in order to:
    • manage new business leads;
    • keep abreast of the Adviser’s(s) new business pipeline, their targets and how they are doing against targets;
    • receive and manage client meeting notes.
  • Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and also the advantages and disadvantages of each product.
  • Writing client suitability reports using the company’s preferred report writing software in the following areas:
    • protection;
    • new pensions;
    • pension switches;
    • self-invested personal pensions;
    • retirement options;
    • investments, including ISAs, investment bonds, OEICs, structured products.
  • Keeping abreast of current pension and tax legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given.
  • Understanding and suitably applying the company’s investment process and various investment offerings to meet a client’s attitude to risk, personal circumstances and financial objectives.
  • Understanding and using the company’s software to support the advice process, including:
    • Genovo
    • SelectaPension
    • Dynamic Planner
    • X-Plan
    • Iress
    • Voyant
  • Develop a working knowledge of insurance providers websites/online client platforms to assist with:
    • printing the correct documentation to support business sign ups;
    • performing online fund switches;
    • managing client data.
  • Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process).
  • Supporting the Adviser(s), as and when appropriate, in building cashflow models to assist the client in overseeing their financial position and forecast future financial scenarios.
  • Managing fund switches on client pensions and investments. Communicating with clients and ensuring they are invested in line with their risk profile and placing fund switches.
  • Communicating with clients, assessing any tax implications and placing withdrawals.  Dealing with withdrawals from pensions and investments in general.
  • Preparing new business cases for Compliance sign-off.
  • Working with the Compliance and Operational Support departments to ensure the successful submission and completion of new business applications.
  • Building relationships with clients both over the telephone and via email.
  • Attending client meetings with the Adviser, if required.

If you are interested in this role please contact 


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