Paraplanner - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

As a Paraplanner, what's important to you is providing an outstanding service to clients. You enjoy helping people to understand financial planning recommendations. You thrive on accuracy and seeing the result of the good work that you do.

Because it's not about doing the same thing every day, and it's not about being micromanaged. To you it's about being trusted to do a job well and being rewarded.

At Schroders Personal Wealth, we change lives by making financial advice more accessible to more people. We believe in making a difference and having interaction on an individual client level.

We are a growing company, so you have the opportunity to makesuggestions to improve procedures and enhance the overall client experience.

As our next Paraplanner, you'll be producing financial reports for the full range of products sold by the New Client Advisers and Existing Relationship Advisers.

You will quality check reports for self and colleagues to ensure business risk is kept to aminimum. Without you, we would not be able to meet our regulatory requirements as a business.

Your day to day activities will include:

Ensuring that the advice and financial reports satisfy the internal requirements of Schroders Personal Wealth and external regulatory requirements
Responding to incoming enquiries, requests and instructions from internal/external clients
Effective administration and carrying out regular designated procedures accurately and promptly.
Ensuring validation and correct input of information onto relevant systems

The Key Requirements...

Level 4 Diploma
Experience working in the financial services industry

It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.

The Benefits and Perks...

25 days holiday (with the option to buy or sell 5 extra days)
4% flex fund can be taken as cash, used on benefits, or a combination of both.
Very generous pension scheme if you contribute 6%, we will contribute 15%
Private healthcare
Dental cover
An incentive scheme, based on the company's performance and your contribution to it.

The Next Step...

You belong here
At Schroders Personal Wealth, we welcome all. All ethnicities, cultures, genders, beliefs, religions, ages, people.

We depend on the unique approaches of our team members to help us meet our ambitions.

We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.