8 months ago
Assistant Consultant/Paraplanner - London NW3
Salary: Circa £45K
Key words: Financial Planner, Financial Analysis, Financial Planner Technician, Paraplanner, Certified Financial Planner, Para-planner, Financial management.
The Company provide a unique, individually tailored service, providing advice ranging from investments through to pensions, tax and estate planning and more.
They are looking to appoint an experienced or up and coming Paraplanner whose responsibilities will include providing both technical and research support, information, recommendations and financial analysis to the Financial Planners and undertaking relevant research to identify suitable solutions to meet a client’s specific objectives.
The successful candidate will provide support for the firm’s advisors in completing non-client facing tasks involved in preparing and administrating any recommendations being made to the client as well as being the point of contact and dealing effectively with any queries, review their investment portfolios, asset allocations and risk profiles. Either directly or by way of the Administration Team, obtain information from third parties to assist with the production of financial plans including factsheets, illustrations and product literature.
The candidate will have the technical knowledge required for the role, and have attained a Diploma or regulated Diploma in Financial Planning, and be able to use the necessary tools to deliver Cash flow, Investment and Wealth Plan updates and Rebalancer processes/systems, producing whatever is required to meet the client’s expectations.
• Polite, pro-active with an excellent manner
• Strong attention to detail.
• Capable of working independently
• Cohesion, collaboration and co-operation within the Fiscal team.
• Excellent organisational and planning skills.
• Ability to prioritise work.
• Able to work under pressure with strict deadlines.
• Competent use of MS Office applications.
Benefits of the role:
• Competitive salary, depending upon experience
• Career development
• Working for an Multi award winning company
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003