Paraplanner - City of London, United Kingdom - Jenson Fisher Consulting Ltd

Jenson Fisher Consulting Ltd

Verified Company

City of London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client take a modern approach to Wealth Management that prioritises quality, service and simplicity above all else. They are one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies.

Since first consolidating a number of specialist firms into one larger group in 1999, they have grown quickly, but steadily and now play a significant role in the future of financial services and employer solutions.

As leading advisers, they are committed toforging a new and radically client-focused approach that puts the client back at the centre of the process.

They are based in the heart of the City of London and also have offices in other parts of the country, and grown into a top 100 UK IFA.

One reason for their success is that the business is wholly owned by advisers and staff and no individual holds a large controllingshare in the business.

Due to 2 Paraplanners progressing into Adviser roles, they now have an opportunity for a new Paraplanner to join their team
**Responsibilities

**To provide paraplanning support to one or more advisers which includes, but is not limited to, the following: - To help provide solutions to clients needs and give them a service which surpasses their expectations

Dealing with day to day client and provider enquiries
Preparing for client meetings including checking that all compliance paperwork is present.
Attending client meetings and taking minutes
Analysing and interpreting data obtained during client meetings
Analysing client's existing products to determine whether they meet the client's current objectives
Undertaking fund performance comparisons
Preparing product comparisons and analysing comparison illustrations
Completing the FCA pension switching and replacement product templates
Preparing cashflow plans using Voyant Software
Preparing draft recommendation reports in line with the Company's compliance procedures
Analysing client's asset allocations and providing recommendations for rebalancing where necessary
Delegating administrative tasks and ensuring work is correctly completed
Maintaining client files in line with Company standards
Liaising with the Compliance department to ensure all compliance procedures have been followed
Creating and maintaining accurate records of all verbal and nonverbal communications and carrying out tasks in a manner that is consistent with compliance procedures
Building and maintaining client relationships through face to face and written/telephone communication

Relevant Skills, Experience and Qualifications:

Qualified to Diploma Level
At least one years previous experience in a holistic paraplanning role
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
General knowledge of the products available in the wider market and how to assess the suitability of these products
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client's circumstances
A good understanding of compliance issues and how these affect the advice and suitability process.

Pay and Benefits: