Paraplanner - Mayfair, London - Blakemore Recruitment

Blakemore Recruitment
Blakemore Recruitment
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

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

Competencies / Skillset
- _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 Alevel 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
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