Paraplanner - London, Mayfair

Blakemore Recruitment; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning practice in London seeks a Paraplanner to assist Wealth Planners. The role involves production of wealth planning reports, coordinating client communications, and maintaining market understanding. Ideal candidates will be A-level educated, CII qualified, and possess customer service experience.

Qualifications

• At least 12 months industry experience in administration or paraplanning role.
• Experience of providing customer service to HNW individuals.
• Clear understanding of the financial services market.

Responsibilities

• Assist Wealth Planners with delivery of Wealth Planning services.
• Produce client reports within agreed timescales.
• Liaise with administrators to ensure timely collection of required information.

Skills

Communication

Customer Service

Team Working

Technical Knowledge

Adaptability

Education

Educated to A-level standard or equivalent

CII DipPFS (fully or part qualified)

Tools

First software

Intelliflo

Voyant

Job description

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We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.

They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.

Key Accountabilities

• Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
• Ensure product research is kept up to date
• Production of client reports within agreed timescales
• Obtain and prepare paperwork required for client meetings and business submission
• Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
• Build technical Knowledge to achieve chartered financial planner status
• Getting Things Done– Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge– Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
• Customer Service– Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
• Effectiveness & Adaptability– Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
• Team Working– Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
• Client focus and concern for quality ensuring client satisfaction and retention
• Actively participate in the sharing of knowledge to both Wealth Planners and Investment Managers
• Maintain a full and proper understanding of the financial services market
• Deal with issues promptly and appropriately

Qualifications / Experience Required

• Educated to A-level standard or equivalent
• Fully or part qualified CII DipPFS as a minimum
• At least 12 months industry experience in administration or paraplanning role
• Experience of providing customer service to HNW individuals
• Previous use of First software or Intelliflo is advantageous
• Previous use of Voyant or alternative Cashflow software is advantageous