PARAPLANNER - LONDON

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:  

-   Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers; 
-   Providing high quality technical, administrative and research support to the Advisers;
-   Undertaking whole-of-market research as required, including investments, pensions and protection plans;
-   Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
-   Liaising with the Regulatory & Technical team to ensure the advice is compliant; 
-   Be able to prioritise work in your queue by liaising with advisers on a regular basis;
-   Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
-   Building strong and effective working relationships with other teams in the firm and third party product providers;
-   Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role;
-   Ensuring that all client records and data are maintained accurately and efficiently;
-   Participating in ad hoc projects and tasks as and when required.
 
Knowledge, Skills and Experience

Essential:

-   The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;
-   Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice; 
-   Proficiency in complex report writing;
-   Experience liaising with third party providers;
-   CII Diploma in Financial Planning (as a minimum); 
-   Excellent grammar, spelling and punctuation skills;
-   Excellent interpersonal and communication skills;
-   A high standard of personal organisational and time management skills;
-   Experience within Private Wealth Management;
-   Experience of working to targeted service standards and procedures;
-   A good working knowledge of regulatory requirements;
-   Ambitious and goal-orientated;
-   Evidence of continual learning and development of skills and knowledge;
-   Experience of working unsupervised with a high level of self-motivation;
-   Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Desirable:

-   Experience of using CURO or IRESS software;
-   Experience of using FE Analytics and Voyant;
-   Previous experience dealing with Group Life and Pension Schemes;
-   Part FPC/RO/CF qualified;
-   Experience of training and people development.
 

Core Requirements 

-   Compliance with the Financial Conduct Authority Handbook and that body’s regulations;
-   Maintain an understanding of the regulatory environment commensurate with the role;
-   Maintain awareness of all risk-related issues and ensure compliance with the Company’s’ standards, policies and procedures;
-   Build and maintain effective relationships within the Company;
-   Motivate and develop fellow employees;
-   Engender a positive and professional working environment that encourages quality staff to join the Company and develop within the business;
-   Undertake the working day in accordance with Core Values.

If you are interested in this role then please forward your CV to sam@artemisrecruitment.co.uk