Financial Planner (Paraplanner) 37-40K

37000.00 - 40000.00 GBP Annual + GBP37000 - GBP40000/annum
13 Apr 2017
28 Apr 2017
Contract Type
Full Time
Paraplanner up to 40K, Hertfordshire

This company are looking for a candidate with previous experience as a Financial Planner/Paraplanner within the Professional or Financial services sector, to join a financial investment team.

Located in Hertfordshire.

Duties and Responsibilities:

* A good working knowledge of appropriate systems e.g. IRESS (database), Exchange would be desirable, although training will be given.
* Preparation of reports for clients on financial planning matters.
* Preperationion of packs for meetings with clients including investment valuations.
* Liaising directly with clients as the "assistant to the adviser". 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.
* Preparing New Business checklists to pass to the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients. Update new Client Progress & Compliance and Monitoring sheet.
* Attend client meetings, when required, with MD and other advisers, and contribute to such meetings

Technical Knowledge and Qualifications:

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

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

Key skills and personal attributes

* Positive, friendly service orientated person with a 'can do' attitude
* Strong communication skills
* Honesty, integrity and ability to maintain good working relationships are key attributes
* Attention to detail
* Capable of working independently and the ability to manage own workload
* Able to work under pressure to meet specific time deadlines
* Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining at all times the highest degree of integrity and confidentiality.
* Wealth Management/IFA Experience required

Please apply directly online or submit your CV

Not ready to apply? Have some questions? Please call to discuss in confidence