Job Ref: 213404296

Date: 2021-03-22 10:47:43

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TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title: Paraplanner

Location: Milton Keynes

Benefits: Competitive salary, Pension, Holiday and Parking

Salary: £30,000 – £35,000 per annum basic (depending on qualifications and experience)

About the Company:

We are searching for an enthusiastic and hardworking Paraplanner to join the team of a very prestige wealth management practice.

You should have good Paraplanning technical financial knowledge, experience of Report Writing and Administrative duties as part of the team to ensure clients are confident, capable and informed about their investment and financial choices, including compliant advice and processing in all areas.

What Your Day to Day Duties Will Include as a Paraplanner:

* Report Writing and Administration

* Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Operations Manager, Consultants and Financial Advisers.

* Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients.

* Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion.

* As a Paraplanner you will be processing new business properly and taking ownership for seeing it through to completion.

* Contribute to and assist in the production of management information for the Directors and senior team.

* Responsible for maintaining and ensuring that records and files are updated timely and correctly.

* Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise.

* Have excellent client relationship skills.

* Client data is held securely, and Data Protection considerations are complied with.

* Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies.

What is Needed to Be Considered to be a Paraplanner:

* Excellent technical knowledge and experience in recommending a wide range of financial products, including pensions, investments and life assurance.

* At least 2 years Paraplanning experience

* Proficient IT skills with Microsoft Office programmes and a knowledge of industry software including Intelliflo (or similar), Voyant, Iress, Ateb (or similar)of IRESS Xplan would be preferred.

* Experience of working in a team, as well as corresponding directly with clients and third party providers.

* Excellent verbal and written communication skills. A professional telephone manner is important.

Apply today to be considered for this Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements

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