Junior Paraplanner, EC2R

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£24000 – £36000/annum

Location

EC2R, Bank, Greater London

Posted

25/12/2018 (05:54) Just Added

Company

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Description

We are recruiting for a Junior Paraplanner to join a very successful and experienced practice of St. James’s Place Wealth Management based in Moorgate, London.

Role overview

In a supporting role the Senior Paraplanner, the Junior Paraplanner shall provide both technical and administrative support to the Practice, working alongside the Business Owner (Financial Adviser) and the Personal Assistant as an integral part of the team.

This role has the advantages of working closely with a very experienced SJP Paraplanner who will share their skills and experience with you as you develop through the CII Diploma Level 4 exams to become a qualified Paraplanner in your own right.

The role is open to candidates seeking a long-term career as a qualified Paraplanner. It may be that you are part qualified but with no experience, of you may have some experience but without the qualifications – either way, we would like to hear from you.

Role content

The role includes a combination of a number of elements, including the following. Please note, where required, fully training shall be provided:

Technical

  • Inputting and submitting electronic business applications when client undertakes an investment, setting up Advice sets and creating illustrations
  • Face to face debriefs with Advisor post client meeting
  • Working with Paraplanner and PA to deal with all actions arising from client meetings.
  • Data input of information into Voyant, ready for Senior Paraplanner to analyse.
  • Assisting with dealing with all incoming client queries by both telephone and email.
  • Preparation of New Business Suitability letters, including protection, ISA and pension cases.
  • Issuing letters of authority to Providers and chasing where appropriate
  • Updating CFR with policy information received
  • Keeping up to date with all regulatory and financial market/industry changes.
  • Pro-active and structured approach to supporting the Practice’s technical needs

Administration

  • Preparing a compliant CFR, when submitting a case via Swift
  • Keeping Outlook tasks and Work in Progress up to date on a daily basis.
  • Keeping day to day tasks up to date on Curo task management
  • Working closely with PA and Paraplanner to ensure smooth running of business.

General requirements

  • Identifying opportunities to improve the client service level for the Practice as a whole
  • Keeping the office area tidy and presentable at all times. Shredding of all confidential information.
  • Adhere to service level standards for the Practice.
  • Assisting colleagues in times of need when urgent tasks are required to be undertaken, and prioritising workload accordingly. Team working.
  • Dealing with incoming telephone calls in a professional and polite manner.
  • Attendance at internal and external training courses/events where required, which may require some travel
  • Experience using FE Analytics would be beneficial.

Personal Attributes

  • Well-presented and professional in approach.
  • Previous financial services background essential.
  • Good basic understanding of financial services service products – Pensions, Investments, Protection
  • A good understanding of what a Suitability Reports is (even if not personally completed them)
  • Willing to study to CII Paraplanning qualification and be Paraplanner ‘Accredited’, working towards Diploma qualification.
  • Good understanding of Excel and use of formulas, graphs etc. Excellent knowledge of all Office products, Word, Outlook, Excel.
  • Flexible approach to workload & enjoys working in a fast-paced environment.
  • Ability to be able to deal with HNWI’s at ease and understands their needs.

Additional information

Salary: £23-36K depending on qualifications, skills and experience, plus discretionary bonus

Location: Moorgate, London

Holiday: 23 days per annum, plus bank holidays

Pension: Auto enrolment pension

For further details or to apply for this excellent opportunity, please apply online.

Type

Permanent

Start Date

Jan / Feb 2019  

Contract Length

Permanent  

Contact Name

Job Reference

AC175

Job ID

209226252

Applications

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If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email when it is available.

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If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email.

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