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We have a new opportunity for a Paraplanner to join our clients based in Central London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FCA regulations. The role may also include assisting the investment management team in research and execution of suitable investments for clients.
Responsibilities:
- Prepare, complete and deliver reports, cash flow planning and annual reviews for clients to a high professional standard, including collating and providing the relevant information.
- Provide high-level administrative support to branch wealth managers / financial advisors and work closely and communicate clearly with the general branch administration support
- Assist the Wealth managers in assessing and researching investment funds for client portfolios
- Monitor clients portfolio to ensure they remain in line with chosen investment mandate
- Gather and record client data as well as developing and maintaining all processes relevant to technical support and undertaking product-based research.
- Where appropriate, attend client meetings and communicate with clients (both face to face or remote) and with third parties / stakeholders as required
- Provide reports on key measures on a regular basis and undertake professional development and training where relevant.
Qualifications & Experience:
- A University degree or equivalent combination of education/experience- Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable- 3+ years financial services experience required- Very strong understanding of Financial Planning principles and client suitability- Experience working with accuracy and ability to organise/time-manage- Quantitative in nature
If you would be interested in a new position, then please submit a copy of your CV to Sam at Artemis Recruitment.
