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Paraplanner Certificate in Financial Planning - Welwyn, Hertfordshire / London

Paraplanner Certificate in Financial Planning - Welwyn, Hertfordshire / London

Salary £30,000-40,000

Hours of Work: 9.00am to 5.00 pm Monday to Friday, with one hour for lunch.

Whilst these are the 'official' hours, flexibility is expected so as to ensure that work is completed in a timely fashion.

Key Words: Paraplanner, Financial Planning, Pensions, Intelliflo


The company provides a comprehensive financial planning and discretionary management service to clients.

Main Purpose of Job:

Experienced Paraplanner to be based primarily in Welwyn.

This is a challenging role where the company will provide the successful candidate with the required training to further their career.
Long-Term commitment from an individual who will hopefully grow and develop in the role.
Solid generalist experience within the Professional or Financial Services sector
A good working knowledge of appropriate systems e.g.

Intelliflo, IRESS (database), Exchange would be desirable, although training will be given.
Numerate and familiar with operating and creating spreadsheets
Comfortable preparing detailed letters and comprehensive reports using meeting notes and summaries.

Duties and Responsibilities:

Preparation of reports for clients on financial planning matters
Obtaining quotations and other relevant literature to accompany client reports
Preparation of packs for meetings with clients including investment valuations
Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.

Liaising with Admin/Support to arrange Client review meetings where applicable
Liaising directly with clients as the ?assistant to the adviser?.

This will include a variety of queries in connection with the client's financial affairs.

It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks.
Preparing New Business checklists to pass to