Paraplanner - London, United Kingdom - MCS Group
Description
MCS Group are delighted to be working with one of the largest independently owned wealth management and corporate solutions practices in the United Kingdom recruiting for a paraplanner to join their team.
What's in it for you?
- Salary £45,000 to £50,000 depending on experience
- Discretionary annual bonus
- Contributory pension scheme
- Group Private Medical Insurance
- Group Death in Service
- Group Permanent Health Insurance
- Group Critical Illness
- Group Medicash Scheme
- Interest free season ticket loan
What's the criteria?
Essential:
- 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
- 2+ years experience in a paraplanning role
- Previous experience of discretionary investment management
- Previous use of Curo back office system
- Previous use of Voyant software
- Previous use of FE Analytics
- Progression towards Advanced Diploma
What will you be doing?
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
- To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
- All conversations will be treated in the strictest of confidence._
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