Paraplanner, London, Up to 45k Basic Salary + - Thomas Brown T/A TABrown Consultancy

Thomas Brown T/A TABrown Consultancy

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

**Role: Paraplanner

Package:
Basic Salary up to £45,000 + Benefits

Location:

London**Our client, an investment and tax specialist advice firm, are looking for a paraplanner to join their London team.

In the main, the firm manages client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficientwrappers; It is the firm's goal to manage their client's portfolios effectively and efficiently to ensure that they achieve their clients' current financial goals and needs while enabling the clients to possess significant funds to enjoy a happy retirement.

Due to recent expansion, the business is now seeking a knowledgeable, skilled, and experienced paraplanner to collaborate with their established team of wealth managers and financial planners.

The successful individual will be tasked with preparing recommendationsand producing suitability reports in line with company policy, holding regular contact with the firm's advisers and head office as-well as promoting the company's services to the highest standards of compliance with current FCA regulations; The successfulindividual will also be required to assist the investment management team with their research and execution of suitable investments for clients.

If you are someone who thoroughly enjoys paraplanning aswell as investment analysis and research, then the firm are eager to speak with you._

Key Responsibilities

You will prepare, complete, and deliver reports and annual reviews to a high professional standard; This will include collating and providing the relevant information to all key individuals.
You will receive and implement requests from the branch wealth managers / financial planners; You will work closely with the advisers to communicate clearly with the administration team.
You must gather and record client data as well as develop and maintain all processes relevant to technical support while undertaking productbased research.
Where appropriate, you will attend client meetings and communicate with clients (both face to face and remote) aswell as with third parties / key stakeholders.
You must provide reports on important measures on a regular basis.
You will undertake professional development and training where relevant.
You will operate within the compliance and corporate standards of the business, including compliance with the rules of the Financial Conduct Authority (FCA), antimoney laundering (AML) laws and regulations, company compliance policies and staff handbook.
To the best of your ability, you will ensure that all compliance standards are met and that all paraplanning report templates are regularly updated in line with legislative and/or product changes.
You will also support any other duties that would be reasonably expected while supporting a wealth management firm.

About You

You will have a minimum of 2 year's paraplanning experience.
You will hold the level 4 diploma in financial services (CII, LIBF, or CISI); Level 6 / Chartered Status is preferred but not essential.
You will possess excellent attention to detail aswell as be technically minded.
You will have excellent verbal and written skills; You will also possess the ability to communicate clearly, concisely and articulately.
You will have a strong work ethic and ability to work independently aswell as part of a team.
You will be proactive with providing suggestions for improving the firms current financial planning and investment proposition.