Paraplanner – London
Salary
40k
Location
London
Job Type
Full Time
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Our client is an award-winning IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They are an incredibly successful firm that is going from strength to strength which is seeing them grow their teams. Their London team is seeking a paraplanner.
As a Paraplanner you would be working as part of a productive, high performing team to provide full support to the Advisers. Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. Your duties would include:
- Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
- Providing high quality technical, administrative and research support to the Advisers;
- Undertaking whole-of-market research as required, including investments, pensions and protection plans;
- Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
- Liaising with the Risk & Compliance team to ensure the advice is compliant;
- Building strong and effective working relationships with other teams in the firm and third party product providers;
- Attending and contributing to meetings – both internal and external – and delivering group and individual training on topics appropriate to the role;
- Ensuring that all client records and data are maintained accurately and efficiently;
- Participating in ad hoc projects and tasks as and when required.