Paraplanner - Financial Services - Bromley - To 50,000 - Wisemay

    Wisemay
    Wisemay Bromley

    1 week ago

    Description

    Overview

    Wise May are looking for a Paraplanner to join a busy Financial Advisory firm in Bromley. This role is a great opportunity to support Financial Advisers in delivering accurate financial advice to their clients.

    We are looking for a proactive, organised and analytical candidate who is adaptable and has the ability to work well under pressure to support the company in achieving the business goals and objectives.

    This is a full time, permanent hybrid role (4 days in the office and 1 day WFH), with the working hours of 9am-5pm.

    Responsibilities

    • Supporting the Financial Advisers in verifying the compliance and suitability of recommendations.
    • Provide an oversight to the Administrators when delegating the implementation of new business.
    • Ensuring all client reviews and new business workflow is completed to a suitable standard and in a timely manner.
    • Accurately prepare suitability reports and letters to target deadlines.
    • Discuss client objectives with the clients Financial Adviser, identifying and obtaining necessary suitability checks.
    • Ensure all client queries are appropriately investigated, and accurate responses given.

    Qualifications

    • Demonstrable understanding of financial products and services and a Level 4-6 Paraplanner Diploma.
    • Strong analytical skills specifically analysing financial records and providing detailed technical commentary.
    • Affective time management and organisation skills with the ability to manage multiple caseloads at one time.
    • Ability to assess suitability in line with client\'s calls.
    • Strong interpersonal and communication skills.

    Benefits

    • Designated parking in the local car park.
    • Winter and summer social days.
    • Company mobile phone.
    • 25 days holiday + bank holidays.

    #J-18808-Ljbffr

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