Paraplanner (DipFA)

Recruiter
Anonymous
Location
London
Salary
45000.00 - 50000.00 GBP Annual
Posted
09 Nov 2016
Closes
02 Dec 2016
Sectors
Accountancy
Contract Type
Permanent
Hours
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.

Experience:

* 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

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Obtaining relevant literature to accompany client reports

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Preparation of packs for meetings with clients including investment valuations

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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:

*
Excel/Word

*
Financial Express Analytics

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Iress/Intelliflo client management system

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Cofunds and Standard Life Wrap - investment deals & client processing

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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)