Paraplanner

3 days left

Recruiter
Additional Resources Ltd.
Location
Welwyn
Salary
40000.00 GBP Annual + GBP40000 Per Annum
Posted
23 Jul 2017
Closes
20 Aug 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner - Welwyn, Hertfordshire

Salary: up to GBP40k

Key Words - Paraplanner, Investment Management, Financial Services, FCA

Our client is a well-established Investment Management company that provide a personal financial planning service based on the highest levels of professionalism and integrity. They are seeking to recruit an experienced Paraplanner to be based primarily in Welwyn.

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. Technical knowledge is a pre-requisite and the candidate should have attained the Certificate in Financial Planning and aiming to acquire the Diploma in Financial Planning.

The role:

Preparation of reports for clients on financial planning matters
Obtaining quotations and other relevant literature to accompany client reports
Preparation of packs for meetings with clients including investment valuations
Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.
Liaising with Admin/Support to arrange Client review meetings where applicable
Liaising directly with clients as the ?assistant to the adviser?.
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.
Attend client meetings
Undertake research as required for specific projects
Learning and using all applications required for the job

Essential requirements:

Solid generalist experience within the Professional or Financial Services sector
A good working knowledge of appropriate systems e.g. Intelliflo, IRESS (database), Exchange would be desirable, although training will be given.
Numerate and familiar with operating and creating spreadsheets
Comfortable preparing detailed letters and comprehensive reports using meeting notes and summaries.
Strong knowledge and relevant practical experience in the application of the rules of the FCA

To be considered for this role, please apply with a copy of your updated CV and covering letter.

Key Words - Paraplanner, Investment Management, Financial Services, FCA

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003