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Paraplanner - Diploma qualified - Wealth Management Firm - City, London, United Kingdom, EC1A2

£40k

An exciting opportunity has arisen for an experienced Paraplanner to join an IFA wealth management practice in their London office. My client is widely regarded as one of the leading Financial Planning businesses in the City of London and maintain that reputation through their client focused approach and high standards of customer service instilled across the company in line with the group ethos.

Role

* Provide full technical support to their wealth planners
* Carry out in depth product research, investment fund analysis and the preparation of a full and comprehensive financial report for both individual and corporate clients
* Undertake in depth reviews of client portfolios and compile review reports
* Assist the advisers with the preparation of client meetings, emails, letters and paperwork as part of the advice process
* Oversee the administration process end to end
* Produce compliant Suitability Reports in line with FCA requirements
* Handle client queries and help service existing clients on a daily basis
* Comply with the firm's internal Compliance procedures and Training & Competence requirements

Skills/Experience

* Previous industry experience as a Para planner with report writing experience within an IFA firm
* Sound technical knowledge that can be applied to all areas of financial planning
* Professional, ethical, technical and proactive in your approach to providing quality holistic advice
* Excellent written/verbal communication as well as organisation skills & time management
* Ability to cope well in a busy working environment
* Willingness for professional development
* Competent in word, excel & outlook
* Excellent interpersonal skills to be able to work alongside a friendly team of dedicated individuals
* Good organisation skills and processes to ensure business is processed efficiently and to a high standard
* Willingness to make decisions and use initiative to improve processes
* Diploma Level 4 qualified (preferable). Advanced level exams in investments and pensions will be an advantage; working towards Chartered status

On offer is an excellent basic salary with bonus and benefits