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Junior Paraplanner

  • Salary: £27000.00 - £30000.00 per annum
  • Location: Central London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    28 Sep 2017
  • Job reference: 29297
Junior Paraplanner
London
Up to £30,000

A global wealth management firm are looking for a Junior Paraplanner to join their team – this role would suit someone who has made the transition from IFA Admin and has some experience of research and report writing.

* Preparing and maintaining the client file and the new business process
* Check all account opening paperwork is correct
* Complete application/proposals forms
* Discuss client objectives with Relationship Manager
* Prepare recommendations
* Prepare draft recommendation reports to be discussed/signed off by Planner
* Implementing recommendations
* Prepare suitability letters in accordance with the agreed recommendations
* Monthly assistance on client's portfolios
* Ongoing client servicing
* Reviewing existing client arrangements
* Meeting preparation



Criteria

* Experience within financial planning
* Knowledge of ISAs, pensions and general investments
* Started study towards Diploma
* Articulate
* Excellent interpersonal skills, both written and verbal
* Good IT skills
* Good report writing skills
* Ability to work independently and in a team

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: