Paraplanner

Cambridge Permanent £36,000 - £52,000
  • Great opportunity for a leading IFA practice
  • Excellent Salary and Benefits

About Our Client

With starting salary up to £50,000, and the opportunity to working with a forward thinking and thriving IFA Practice, this really provides an outstanding role for the right candidates, who wants to work with UNHW clients

Job Description

To provide full Technical support to the Financial Advisors and the Director

  • Ensure all compliance procedures and client files are maintained to a high standard
  • Preparation and writing of reports for clients on financial planning matters
  • Undertake research as required for specific projects, i.e. on providers and investments
  • Obtaining quotations, valuations and other relevant literature to accompany client reports
  • Preparation of packs for meetings with clients including investment valuations
  • Provide tax packs
  • 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 advisers". This will include 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.
  • 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. Update new Client Progress & Compliance and Monitoring sheet.
  • Undertake ad hoc projects as required
  • Attend client meetings, when required, with advisers, and contribute to such meetings
  • Attend and contribute to regular team meetings as required
  • Cash flow planning
  • Learning and using all applications required for the job including:

The Successful Applicant

  • Minimum Level 4 Diploma
  • Good planning and organisational skills
  • Supervisory and coaching skills
  • Capable of demonstrating influencing and leadership skills
  • Excellent communication skills
  • Attention to detail
  • Honesty, integrity and ability to maintain good working relationships are key attributes
  • Capable of working in a team and independently with the ability to manage own workload
  • Good time management skills and ability to work under pressure to meet specific deadlines
  • Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining the highest degree of integrity and confidentiality.

What's on Offer

With starting salary up to £50,000, and the opportunity to working with a forward thinking and thriving IFA Practice, this really provides an outstanding role for the right candidates, who wants to work with UNHW clients

Contact
James Branwood
Quote job ref
JN-052021-2570156
Phone number
+44 207 645 1422

Job summary

Location
Contract type
Consultant name
James Branwood
Consultant phone
+44 207 645 1422
Job reference
JN-052021-2570156