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Our client has been established for 30 years and now has a team of 14 advisors throughout the UK.
Due to success need a hybrid Paraplanner to support their London office.
The Paraplanners play a key role within the advisory service by reviewing, analysing and preparing compliant recommendations for clients, enabling Financial Planners to provide an outstanding level of service to clients.
As such, would expect paraplanners to be able to research and prepare excellent suitability reports that are in accordance with the investment philosophy and client values.
On a day-to-day basis you can expect to be:
- Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.
- Ensuring that client information database is accurate at all times.
- Keeping up-to-date with product knowledge.
- Maintaining positive working relationships with internal and external stakeholders and communicating in a confident and friendly manner.
- Having a client-focused approach and ensuring our clients are at the centre of everything we do.
To be successful in the role you will need:
- A minimum of 3 years Paraplanning experience.
- To be qualified to Level 4 or above.
- Have a detailed knowledge of pensions, investments and estate planning.
- Be articulate in both verbal and written communication.
WFH days to discussed at interview
For a full job description please apply on-line or contact Cameron James Professional Recruitment.
