Paraplanner - Circa £50,000 + benefits and discretionary bonus - Ref: LT14104
Our client, an integrated Investment Management and Financial Planning company, based in the City, is seeking a Level 4 qualified Paraplanner to provide suitability reports and client portfolio reviews.
Roles & Responsibilities
Prepare robust suitability letters
Client portfolio reviews including investment analysis
Maintain all records, both electronic and paper
Liaise with the administration team to ensure smooth processing of new business
Attend client/product provider meetings, where appropriate
Experience & Qualifications
Ideally level 4 Diploma qualified (CII or CISI)
At least 24 months’ experience within a dedicated paraplanning role, working within a financial planning environment (consultancy, IFA or insurance company)
Experience of FE Analytics, Selectapension, Defaqto and Voyant
Excellent writing and communication skills
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.