Senior Paraplanner

Recruiter
Anonymous
Location
London
Salary
30000.00 - 45000.00 GBP Annual + GBP30000 - GBP45000/annum
Posted
30 Jun 2017
Closes
28 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My client is looking for an Experienced Parplanner to join their company to work closley with a very experienced Adviser.

The Role

•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
???Iress/Intelliflo client management system
???Cofunds and Standard Life Wrap - investment deals & client processing
•Undertake research as required on specific projects

Skills

•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
•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