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Financial Services

London

29/09/2021

Type of Position: Paraplanner
Pay: £40-45k

Paraplanner

Our client is looking for a skilled Paraplanner to join their team in London. You will be preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.

Core Responsibilities:

·       To provide paraplanning support to one or more advisers which includes, but is not limited to, the following: 

·       To help provide solutions to clients needs and give them a service which surpasses their expectations 

·       Dealing with day to day client and provider enquiries 

·       Preparing for client meetings including checking that all compliance paperwork is present. 

·       Attending client meetings and taking minutes 

·       Analysing and interpreting data obtained during client meetings 

·       Analysing client’s existing products to determine whether they meet the client’s current objectives 

·       Undertaking fund performance comparisons 

·       Preparing product comparisons and analysing comparison illustrations 

·       Completing the FCA pension switching and replacement product templates 

·       Preparing cashflow plans using Voyant Software 

·       Preparing draft recommendation reports in line with the Company’s compliance procedures 

·       Analysing client’s asset allocations and providing recommendations for rebalancing where necessary 

·       Delegating administrative tasks and ensuring work is correctly completed 

·       Maintaining client files 

·       Liaising with the Compliance department to ensure all compliance procedures have been followed 

·       Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures 

·       Building and maintaining client relationships through face to face and written/telephone communication 

 

Key Skills:

Essential:

·       Qualified to Diploma Level 

·       At least one year’s previous experience in a holistic paraplanning role 

·       The ability to work with advisers to extract the information required to prepare financial plans and recommendations 

·       General knowledge of the products available in the wider market and how to assess the suitability of these products 

·       The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation 

·       The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required 

·       An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite. 

·       Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients 

·       The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client’s circumstances 

·       A good understanding of compliance issues and how these affect the advice and suitability process. 

·       Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner 

·       Ability to work as part of a team as well as on your own initiative 

·       Ability to critically evaluate information, probe and challenge the facts 

·       A flexible and adaptable attitude towards work 

·       Ability to work accurately and in accordance with procedures 

·       Excellent time management, ability to meet deadlines 

·       Experience of Microsoft Word, Excel, Outlook and provider platforms 

Desirable:

·       2+ years experience in a paraplanning role 

·       Previous experience of discretionary investment management 

·       Previous use of Voyant software 

 

Please email your CV to sam@artemisrecruitment.co.uk to be considered for this position.

 

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