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Paraplanner - Hybrid/flexible Working

4 months ago

London, United Kingdom Openwork Services Limited Full time €40,000

Due to continued increase in business, they are looking for an experienced Paraplanner to join their adviser support team to work along a chartered financial planner to provide high quality advice for the end client.
This is a full time Paraplanner role based out of their offices situated in Cannon Street, London. 2 - 5 years’ experience or more in the Financial Services industry in a financial advice business
~ Understand the financial advice and end client relationship and journey
~ Experience in a financial adviser support role
~ Sound knowledge of of the Financial services market and products such as core products, tax wrappers, UK tax regime, fund management
~ IT literate including the ability to use Email, Word, Excel, CRM system, Platforms
~ Produce all relevant paperwork and regulatory requirements for the Planner to present potential solutions to clients.
Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
Answer general questions about financial planning or technical elements of the clients arrangements
Gather necessary information from client so that a financial analysis can be completed
the effect of their current arrangements on future circumstances using relevant financial planning tools
Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.