Paraplanner Job in Westminster

Paraplanner Job in Westminster. Apply for the latest Westminster jobs in Accounting/Financial/Insurance.

Paraplanner Job in Westminster

Job Description
My clients are seeking an experienced Paraplanner to join their ever-growing team. As a Paraplanner, you will provide support, information, recommendations, and financial analysis to the Financial Planners in order to provide their clients with excellent service and outcomes.

My clients are an award-winning, boutique wealth management firm with offices in Nottingham, London, and Birmingham, dealing with high-net-worth individuals. They are expert advisors with many years of shared knowledge and experience, and they are growing.

This will be a remote-based role, with the occasional trip to one of the offices.

Responsibilities of a Paraplanner:

Provide a high level of technical support

Ensure all compliance procedures and client files are maintained to a high standard

Preparation and writing of reports for clients on financial planning matters

Undertake research as required for specific projects, i.e., on providers and investments

Obtaining quotations, valuations, and other relevant literature to accompany client reports

Preparation of packs for meetings with clients including investment valuations

Provide tax packs

Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.

Liaising with Admin/Support to arrange Client review meetings where applicable

Undertake ad hoc projects as required

Attend client meetings, when required, with advisers, and contribute to such meetings

Attend and contribute to regular team meetings as required

Cash flow planning

Learning and using all applications required for the job including

Requirements of a Paraplanner:

Level 4 Diploma qualified or close to completion

Experience of working as a Paraplanner for a similar firm.

Good planning and organisational skills

Supervisory and coaching skills

Capable of demonstrating influencing and leadership skills

Excellent communication skills

Attention to detail

Honesty, integrity, and the ability to maintain good working relationships are key attributes

Focused and responsive to the need to deliver a high quality of service

Capable of working in a team and independently with the ability to manage own workload

Good time management skills and ability to work under pressure to meet specific deadlines

Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining the highest degree of integrity and confidentiality.

Salary and Benefits of this Paraplanner role:

£30,000 – £50,000 Basic

Remote Working

Group Benefits Schemes – Pension Scheme, Death in Service, and Income Protection Plan

Career and Personal Development Plans

Dedicated Coaching and Learning Support

Generous Social Budget

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Westminster
Category: Accounting/Financial/Insurance
City: Trafalgar Square
County: Greater London
Country: United Kingdom
Salary: £30000 – £50000/annum
Benefits: