Paraplanner

EB Paraplanner:

A respected Wealth Manager with a reputation for success within a full range of Financial Services is keen to appoint an experienced Paraplanner.

Key Responsibilities:-

• Report writing
• Dealing with technical queries
• Product and Fund research in conjunction with Research Analyst
• Packaging reports:-
• Proof reading reports
• Printing reports
• Obtaining illustrations, key features, KIIDS and any other associated documents
• Obtaining and pre-populating application forms
• First line of compliance:-
• Checking factfinds
• Checking status of compliance documents (client agreements, AML etc)
• Problem solving - resolving in-depth problems and issues to find appropriate solutions
• First line of defense for compliance related issues, empowered to challenge advisers
• Communicating with product providers, advisers and clients where necessary
• Keeping knowledge of products and platforms/providers up to date
• Being part of the CPD structure
• Attending quarterly Adviser Days

Systems:-

• Technically competent with:- Outlook, Word, Excel to intermediate level
• Ideally competent with Intelligent Office (back office system) or similar
• Ideally competent with Voyant, O&M Profiler and FE Analytics
• Working knowledge of platforms ideally:- Old Mutual Wealth, Aviva, Ascentric and Aegon ARC

Personal Specification:-

• Diploma qualified or working towards it
• At least, 2+ years experience as a Paraplanner
• Ability to communicate at all levels, organised, effective time management, ability to prioritise workload

Take pride in your work and pay particular attention to detail.

The role is available immediately.