Paraplanner (DipFA)

45000.00 - 50000.00 GBP Annual
09 Nov 2016
02 Dec 2016
Contract Type
Full Time
The ideal candidate will have either DipFA Level 4 or CertPFS * The decider will be relevant experience*

My Finchley based client is a Financial Management Firm who was founded over 10 years ago. They now assist an impressive portfolio of clients in Financial planning and as such seek a Paraplanner to join the team.

The client now see an experienced Assistant Consultant/Paraplanner to support a consultant. This is a challenging role whereby the successful candidate will be supported with the required training to further their career.


* Solid generalist experience within the Professional or Financial Services sector
A good working knowledge of appropriate systems e.g. First (database), Excel, etc.

Numerate and familiar with operating and creating spreadsheets

Comfortable preparing detailed letters and comprehensive reports

Strong organisational skills required

Duties & Responsibilities

Preparation of reports to clients on financial planning matters

Obtaining relevant literature to accompany client reports

Preparation of packs for meetings with clients including investment valuations

Liaising directly with clients as the "assistant consultant". This will include a variety of queries in connection with the client's financial affairs. It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks.

Arranging investment purchases and sales under the Discretionary and Advisory Management Services.

Learning and using all applications required for the job including:


Financial Express Analytics

Iress/Intelliflo client management system

Cofunds and Standard Life Wrap - investment deals & client processing

Attend client meetings with Adam Katten and contribute to such meetings

Undertake research as required on specific projects

Technical Knowledge and Qualifications:

The successful candidate should be comfortable and understand the structure of pension, investments and life products and be willing to learn and understand more complex financial products.

Technical knowledge is a pre-requisite. The candidate should have attained the Diploma, or Regulated Diploma in Financial Planning.

Other qualifications in this area will be an advantage but training and development are provided and encouraged. A good academic track record is also a distinct advantage.

For more information please apply today or call Michael Woods | (Apply online only)