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Financial Services



Paraplanner - London - up to £45k

Our client is looking for a Paraplanner to join their friendly and social team in central London. Possibility to earn up to £45k, depending on experience. The client offers support with personal development, a generous bonus scheme, as well as great company events. Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct research into new products • Write suitability reports • Complete application / proposals forms • Ensure all compliance paperwork is in order and accurate • Make changes to clients’ investments as instructed • Establish and build strong relationships with clients • Organise future planning meetings with clients • Review investment portfolio, asset allocation, risk profile etc • Send planning figures to client for update and revision in preparation for next meeting • Initiate review meetings with clients • Respond to withdrawal requests • Data entry using relevant platforms
Key skills/Experience required Essential • Understanding of the Financial Planning process • Able to work within defined business processes • Ability to achieve agreed outcomes without supervision • Prioritise and plan own workload • Excellent inter?personal skills, both written and verbal • Ability to multi?task and prioritise effectively • Good IT skills • Good report writing skills • Ability to work independently and in a team Desirable • Broad knowledge of financial services world • High level of technical knowledge • Knowledge of Financial Planning tools Qualifications Essential • Paraplanning and/or CII qualifications desired Please email your CV to to register your interest in this position.

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