We are currently recruiting for a Wealth Management company in Loughton that are looking for a Paraplanner.
They are a financial planning and wealth management practice providing a high level consultancy and tailored service to high net worth clients and families. By delivering a thorough review of their financial affairs and using a complete range of wealth management and financial planning services our goal is to protect and enhance their long term prosperity.
They are now looking to recruit a Para planner working with and reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment. You should be qualified at Diploma level.
Core job purpose: To provide comprehensive technical report writing and administration support in an efficient and compliant manner, focussing on quality and high standards at all times.
Main Responsibilities:
Liaising with clients and various stakeholders of the Practice on a daily basis.
Supporting the advice process:
o New and existing client meeting preparation.
o Constructing the initial client advice report.
o Liaising with technical specialists and the clients when required.
o Preparing applications and associated paperwork to implement the advice.
o Producing the final client report and recommendations compliantly
o Use of Voyant cash modelling
o Keeping up to date on all new industry specific regulations to support the
advice process
Requirements:
Excellent written communication skills - essential
You are well spoken and have excellent telephone skills.
Strong time management, organisation and prioritisation skills.
Attention to detail with absolute precision.
Professional, friendly and approachable manner to clients, colleagues and providers.
Highly motivated and able to work off own intuition.
Able to work to strict deadlines and with conflicting demands without compromising
quality
Ability to identify and solve problems so they don’t become problems.
Ability to “think outside the box” to continually improve upon systems and client
experience.