Paraplanner - City

2018-09-10 12:17:222018-12-22Coast Specialist Recruitment
Job Type Permanent full-time
Location London
Area London, UK London
Sector FINANCIAL SERVICES - Paraplanning
Salary £35 - 40,000 pa
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref JM1109
Job Views 98
Description

A City based Wealth Management practice has an excellent opportunity for a Paraplanner to join their team.

The team is made up of industry professionals, who provide a high quality, relationship based service to clients focusing on structuring, funding and drawing from portfolios.

The successful candidate will draft advice in the form of portfolio structuring reports ensuring that they are timely, clear, well written, technically accurate, compliant and in accordance with the company’s portfolio structuring philosophy.

Main Duties:

  • Prepare service proposals and structuring advice reports for Investment Managers
  • Review reports written by the other Paraplanner
  • Prepare the periodic reviews for Investment Manager approval
  • Update the Fact Find to reflect the current position for each Advice Report
  • Monitor changes in legislation and raise issues that affect clients
  • Run projects that result from changes in philosophy / legislation
  • Set meeting agendas and issue minutes
  • Prepare accurate and helpful meeting pack in good time for meeting
  • Attend client meetings (as required)
  • Build professional relationships with clients
  • Undertake the ad hoc administration on portfolios as requested
  • Maintain client files in line with company policy

Requirements:

  • Must have experience in a similar role successfully at another intermediary
  • Worked in a service oriented IFA / wealth management company
  • Hard working & enthusiastic
  • Accurate with an eye for attention to detail
  • Articulate, thorough, accurate and systematic
  • Enjoy working in a fast-paced environment
  • Able to cope under periods of pressure without compromising quality of work
  • Strong communication skills, both verbally and in writing
  • IT literate and good analytical skills

If you would like to apply for this vacancy, please contact Jodie Murray

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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex
SS7 2BY

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
Epsom
Surrey
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

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