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Paraplanner – London – £Competitive + Comprehensive Benefits Package

London (Central)

£Competitive + Comprehensive Benefits Package

Job Title: Paraplanner Reports to / Accountable to: Operations Director Regulatory Functions: Not Applicable Direct Reports: None Core Working Hours: Standard – 37.5 hours Home Working: Not suitable Location: Lynton House, 7-12 Tavistock Square, London, WC1H 9LT Qualifications: Diploma in Regulated Financial Planning or equivalent Remuneration: Salary: dependent on skills and experience Pension: 3% employer […]

Recruiter

Menzies Wealth Management

Posted

12 October 2017

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Job Title: Paraplanner

Reports to / Accountable to: Operations Director

Regulatory Functions: Not Applicable

Direct Reports: None

Core Working Hours: Standard – 37.5 hours

Home Working: Not suitable

Location: Lynton House, 7-12 Tavistock Square, London, WC1H 9LT

Qualifications: Diploma in Regulated Financial Planning or equivalent

Remuneration: Salary: dependent on skills and experience
Pension: 3% employer contribution plus matching basis
Holiday: 25 days plus ability to buy and sell
Employee benefits: death in service, income protection, private medical

Job Description:

The successful candidate will support the Financial Planners throughout the lifecycle of a client, including research and report writing. They will work closely with our administration team providing guidance to ensure successful implementation of all recommendations and will support Senior Management as required.

The candidate will be client focused, deliver high quality advice reports and demonstrate commercial acumen commensurate with the role.

Responsibilities:

Responsibilities and duties will include but are not limited to:

Systems & Process

  • Actively contributing to process improvement both in terms of idea generation and execution.
  • Meeting / exceeding turnaround times and maintaining productivity levels.
  • Take ownership of various MI reporting and relevant projects ensuring these are seen through to their completion.
  • Demonstrate a good use of IT software with an ability to quickly become a superuser in sufficient depth to be able to identify data integrity issues, the process to rectify these and the ability to train others as required.

Report Writing

  • Accurately consolidate a client’s needs and objectives into comprehensive and well written suitability reports.
  • Undertake product and investment research as required.
  • Assist with the maintenance of the SR library, both content and templates.
  • Demonstrate a level of commerciality commensurate with position.
  • Attend training courses, webinars, seminars, etc as required to maintain CPD and required knowledge level.

Corporate Citizen

  • Demonstrate a consistently high level of client care to both internal and external MWM clients.
  • Develop good working relationships with product providers, MWM team members and other Menzies LLP staff.
  • Comply with business and regulatory guidelines at all times.
  • Assist and provide technical training to the wider firm as required.
  • Provide support to senior management.

Core Competencies

The candidate will possess the following competencies and attributes.

  • High level of technical proficiency across all major financial planning areas
  • Excellent customer relations both face-to-face and by telephone.
  • Ability to plan, organise and prioritise own work whilst remaining flexible.
  • Excellent attention to detail and a proactive attitude.
  • A professional and confidential approach.
  • Must be able to work independently and as part of a team, providing cover or assistance to colleagues when required.
  • IT literate and numerate. (competent to above average Word & Excel required)
  • Fluent written and spoken English.

Career Progression:

Menzies Wealth Management will support the successful candidate in developing and continuing their career in financial services. A development programme will be agreed with the candidate.

Click here to apply

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