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20 June 2019

Paraplanner – Accounting & Finance – Crystal Palace

Location: London

Salary: £30000 - 35000 per annum

Sector: Accountancy and Finance

Job Type: Permanent

Job Reference: BMC/06/2687 KL


Kathryn Lee

DD: 0191 303 9297

M: 07494 397 019

The Company

Our client is an Independent Financial Advisory Firm with a national presence and an entrepreneurial and dynamic feel who are continuing to grow nationally as well as regionally.

We are looking for highly skilled and ambitious individuals to join to their team to assist their strategic growth plans.

Job Role

You will work closely with our Financial Advisers by providing technical support in the process of servicing our Clients’ Financial Advice needs.

You will instinctively provide excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.

The responsibilities required in this role are:

  • Supporting the Advisers by conducting research on products and helping find solutions for medium to high net worth clients and companies
  • Writing Financial Planning Reports that our Advisers present to clients
  • Arranging for plans to be submitted to provider companies
  • Assisting with reviews and customer requests as well as acting as a point of contact for the our clients to deal with day to day queries
  • Keep up to date with financial products and legislation
  • Comply with all company and industry guidelines, rules and regulations

The following skills are essential:

  • Experience working in a “Whole Of Market” Financial Advice firm preferably as a Paraplanner is essential
  • Role holders will be motivated, friendly and professional at all times
  • Excellent time management and organisational abilities
  • Outstanding communication skills at all levels
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change.

Apply for this Role

  • Accepted file types: doc, docx, pdf.

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