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Paraplanner/ Financial services assistant

Posted on Jun 6, 2019 by CV-Library

Greater London, United Kingdom
Call Center & Customer Service
Immediate Start
£35k - £45k Annual
A premier Financial Services company (offering specialist advise on Investments, Pensions & Protection) are looking to hire a Paraplanner to join their existing professional and friendly support team within their central London office.This is a fantastic opportunity for a Paraplanner wishing to take on a senior/management role immediately or someone less experienced who is a fast learner and keen to take on responsibility and work towards this over the next few years. You will be joining one of the most experienced and highly qualified teams of financial advisers and planners in the country.


A Paraplanner is responsible for preparition and maintenance of client files

* To collate, with the assistance of administration staff, all the quantitative detailed information required to support any recommendations to be made

* To ensure all relevant paperwork held within a client file is present, relevant and compliant prior to being passed to administration for filing

* Discuss client objectives with the adviser

* Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file

The Paraplanner prepares recommendations

* Identify and discuss areas for planning with the adviser.

* Undertake relevant research to identify suitable solutions to meet a client’s specific objectives.

* Prepare relevant documentation and comparisons ready to be reviewed

* Prepare draft suitability reports to be discussed with the adviser

The Paraplanner implements recommendations

* Prepare suitability reports in accordance with the agreed recommendation(s)

* Verify the information in completed applications or proposal forms

* Ensure that administration staff are fully briefed on actions required for implementing any agreed recommendation

* When instructed, make changes to a client’s investment portfolio with the assistance of administrative staff


A background working within Financial Services (Investments, Pensions, Protection

Either working towards or qualified as a level 4 diploma paraplanner

Experience of Financial Administration supporting Financial Advisers

Reference: 210172759

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