Location: London NW3
Salary: £50k to £60k depending on experience and qualifications
Our client provides a comprehensive financial planning and discretionary management service to the clients.
They provide investment advice, pension and protection planning to both corporate and individual clients.
They also offer a discretionary investment management service where they manage investments for clients.
They have an experienced team from a range of professional backgrounds.
They are passionate about client service and have a structured approach in ensuring they regularly communicate with clients so that financial planning remains a priority.
Main Purpose of Job:
They are seeking to recruit an experienced Paraplanner to be based on the Finchley Road.
This is a challenging role where the company will provide the successful candidate with the required training to further their career.
They are seeking a long-term commitment from an individual who will hopefully grow and develop in the role over a number of years.
There will be ample opportunity to become a Senior Paraplanner or a Financial Planner within the company.
Duties and Responsibilities:
? Preparation of reports to clients on financial planning matters.
? Obtaining relevant literature to accompany client reports.
? Preparation of packs for meetings with clients including regular investment valuations.
Liaising directly with clients as the "Paraplanner".
This will include a variety of queries in connection with the client's financial affairs.
? Ensure appropriate documentation is obtained and/or completed so that client files remain compliant and up to date at all times.
? Conduct product research and obtain suitable illustrations to help in the decision-making process, to document and facilitate the provision of appropriate advice.
? Passing information to Administration in order that investment purchases and sales u