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Financial Services

London

27/10/2021

Type of Position: Senior Paraplanner
Pay: Negotiable

Senior Paraplanner

Our client is looking for a Senior Paraplanner to join their highly successful team in London. You will be joining the fast paced team based in their flagship London office, ensuring the business generated by the Partners who you will be working alongside is processed correctly and in a timely manner. 

 

Key Responsibilities:

  • Collating client information, preparing suitability letters for both new advice and ongoing plans
  • Preparing illustrations and reports for client meetings
  • Supporting financial analysis such as cash flow modelling
  • Managing cases to completion and working with internal processing systems
  • You will need to ensure that the business obtained is being processed compliantly and in a timely manner
  • You will be liaising with colleagues and third parties on a daily basis
  • You will be given full training on the relevant IT systems

Candidate Qualities:

  • Numeracy
  • IT proficient
  • Proactive
  • Confidence 
  • Organised with excellent communication skills              

Experience and Qualifications:

  • Experience within an IFA or Wealth Management environment
  • Working towards the Level 4 Dip PFS qualification or obtained it
  • Alternatively, you may be FPC qualified and/or have significant industry experience
  • Some experience of the administration of IHT and/or Pension and/or Investment products

 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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