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Junior Paraplanner

Location
London
Salary
£28,000 to £32,000
Job Type
Permanent
Posted
8 Sep 2022

Undertaking junior paraplanning responsibilities for a financial planning business. The ideal candidate must be part way through their diploma in financial planning (minimum of three exams under Cii).

Client Details

A modern dynamic financial planning business offering a telephone-based service to retail clients across the UK. The companies financial planning service covers pensions, wealth management, ISA's and Investment Bonds.

Description

  • Producing fund switch letters and performing necessary research.
  • Producing withdrawal letters and obtaining all necessary documentation.
  • Analysing information received from clients and providers and utilising research tools.
  • Analysing clients' existing products to determine whether they meet the client's current needs and objectives.
  • Undertaking fund performance and illustration comparisons.
  • Experience of preparing suitability / recommendation reports.
  • Contacting clients to schedule calls and obtain certain information.
  • Contacting third parties and providers to gather detailed information.
  • Preparing client valuations and annual review packs.
  • Obtaining/generating necessary information and performing research for advisers when requested.

Profile

  • Part way through your Diploma in Financial Planning (minimum of three exams under Cii)
  • Good communication skills (including telephone manner)
  • Minimum of 2 years in the financial services industry.
  • Practical knowledge of financial planning, pensions and investments.
  • Must be proficient in MS Office (Word, Excel, PowerPoint, etc.)
  • Excellent communication skills (spoken and written), incl customer service
  • Experience of working with industry known tools such as Dynamic Planner, CashCalc etc
  • Self-motivated, a self-starter and hard working.
  • Adaptable and receptive to feedback.
  • Enthusiasm to grow with business in an ambitious company.
  • Good financial and mathematical literacy.

Job Offer

Company Benefits and monthly bonus (approx. 10-15% of salary)

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Details

  • Job Reference: 707318354-2
  • Date Posted: 8 September 2022
  • Recruiter: Page Personnel Finance
    Page Personnel Finance
  • Location: London
  • Salary: £28,000 to £32,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent