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We are currently recruiting for a Financial Planning practice in Teddington who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, FE Analytics, Genovo report writing software and cashflow modelling software.
The paraplanners work with advisers assisting them with research, client facing work and preparing suitability reports. The administration team look after new business processing and managing annual reviews.
They are based in Hillingdon and therefore, if someone doesn’t live locally, they would need to be a car driver. They are looking for someone who is happy to be office based and they would consider a Hybrid model after a period of time, with a maximum of 2 days working at home.
Tasks
* Preparing analysis on existing financial products.
* Formatting recommendation reports for clients.
* Formatting and sending letters / portfolio reviews to clients.
* Completing analysis and due diligence on existing client products.
* Sourcing and obtaining quotations of new products.
* Tax calculations.
* Ensuring all suitability reports are compliant.
* Communicating with clients via email and over the phone
Job Standards
* Diploma level 4 Qualification or equivalent.
* Good IT office skills including Word, Excel, Outlook, internet
* Have, or have the ability to acquire, a sound knowledge of financial planning
* Develop and maintain systems and procedures which improve the efficiency of client case preparation and submission
* Confidence and the ability to use initiative
* Good personal time management - Personal Assistant experience would be an advantage
* The ability to work as part of a team and to deal with colleagues, clients and providers at all levels outside our business
* A high level of analytical capability with a high level of commercial experience/judgement
* Provide a point of contact for clients and providers when the adviser is unavailable
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