Paraplanner

1 week ago

Worthing, United Kingdom Lloyd Recruitment - Epsom Full time
Paraplanner

Location:
Worthing


Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team.

After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the client is offering pension contributions, life assurance, cash plan, discounts from high street and online shops, a relaxed, friendly, modern working environment with long term career development potential, and support with professional studies

Working closely with the Advisers and Support teams, the main duties include:

Preparing and maintaining client files,
Preparing and implementing recommendations
Ensuring all compliance paperwork is present
Due diligence associated to the investment committee
Assisting in providing technical support
Coaching of team members
Writing reports based on client's requirements
Being a point of reference for advisers
Consistently researching and reviewing market products available

The ideal candidate:
Minimum of 2 years' experience in a paraplanning role preparing annual reviews and recommendation reports
Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
Excellent organisational skills
Ability to work on own initiative and plan own workload
Thorough understanding of all compliance regulations
Good decision-making skills
Use initiative based on the findings of their research
Level 4 Diploma qualified or near to completing
Supervisory experience would be beneficial
Adaptable and happy to take on new challenges
Interest/experience in Financial Services Marketing/blog writing (preferred)
Interest/experience in Later Life Financial Advice / Planning (preferred)

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