Paraplanner – London – £32-40k

London, England, gb
Company: Artemis Recruitment Consultants
Category: Business and Financial Operations Occupations
Published on 2021-07-30 18:04:28

Our client is looking for a Paraplanner to join their small team in central London. Possibility to earn £32-40k, depending on experience. Great staff benefits, as well as a generous bonus scheme, are also available.

Specific activities include:
• Check all compliance paperwork is present
• Discuss client objectives with Financial Advisers
• Conduct research into new products
• Write suitability reports
• Complete application / proposals forms
• Ensure all compliance paperwork is in order and accurate
• Make changes to clients’ investments as instructed
• Establish and build strong relationships with clients
• Organise future planning meetings with clients
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients
• Data entry
• Complete additional office duties

Key skills/Experience required

Essential
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team

Desirable
• Broad knowledge of financial services world
• High level of technical knowledge
•Knowledge of Financial Planning tools

Qualifications
Essential
• DipPFS qualified
• Degree-level education and/or relevant work experience in an office setting producing high quality work.

Please email CV to sam@artemisrecruitment.co.uk to register your interest in this great position.

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