Career Focused Paraplanner - Central London

  • Location:

    London, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Extensive Benefits and Bonus

  • Contact:

    Nick Tagg

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:


Wonderful opportunity for an experienced Paraplanner OR Senior Sales Support individual to join one of the UK's finest Financial Planning firms supporting 2 Financial Planning Directors.

Summary of key responsibilities:

* Accurate Record Keeping and obtaining and ensuring that the written "know your client" information is on file
* Keeping Adviser Office (AO) updated when new policies, unit statements and valuations are received
* Setting up new client records on AO
* Completing New Business Checklist to ensure transaction is fully compliant
* Preparing files for technical unit and/or para-planner team
* Liaising and working with the technical unit / para-planner team
* Liaising with clients and other firms to ensure paperwork and technical information is obtained within agreed timeframes
* Researching product markets in connection with client specific requirements
* Obtaining illustrations from insurers along with technical information, performance enquiries and general provider information

Key Competencies

* Customer Focus: an understanding that the client comes first and client expectations must always be exceeded in order to maintain a good relationship
* Communication skills: will need to be able to deal with people at all levels (internally and externally including clients) and be able to put ideas over clearly and professionally
* Planning and Organising: the jobholder must be organised and able to assist, where required, with the implementation of procedures within the team to help streamline the administration

It will be expected that you are progressing towards Dip PFS qualification (or have already achieved it) and that you have a desire to become a Chartered Paraplanner

In addition to a highly competitive salary, the company offers an extensive range of benefits including:- Pension, Private Medical Insurance - individual cover only, PHI at 75% of salary, Interest Free Season Ticket Loan, Flexible benefits that can be bought via salary exchange, 4 x DIS

For more information, please contact Nick Tagg on 01293 848137

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.