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Integrity Resource Solutions
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London, Greater London
Paraplanner
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Location: Central London Salary: £40,000 - £60,000 My client an award-winning multi-national investment management company is actively seeking an experienced para-planer; this role offers the chance to work in a large corporate environment with HNW/UHNW clients that still maintaining a strong focus on the client. My Client is looking for a Paraplanners who has a specific skillset including:- Level 4 Diploma for Financial Advisers (DipFA®) Minimum of 2 years' experience in a Para planning role (preferable within the IFA market) In-depth knowledge of financial services products, compliance and other legal processes Relevant experience of the Wealth Management sector A good understanding of various pension schemes Effective communication (both verbally and in writing), drafting of client advice, and technical and product research Ability to attend client meetings Familiarity with Microsoft Office products Organisational and time management skills Professional telephone manner As a paraplanner your role with in this organisation will be varied in its day-to-day duties, so the responsibilities here are not exhaustive. Nonetheless, basic responsibilities for the role of paraplanner at this company are: To deliver high quality reports in a timely manner to our clients, becoming a recognised centre of excellence through this Accurately and efficiently supporting the advisers For further information about this first class opportunity please forward a copy of your CV for immediate short-listing.