Paraplanner/ Senior Administrator – London

Role - Paraplanner/ Senior AdministratorSalary - £45,000Location - LondonThis is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm.The ideal candidate will have:  Hold certificate in or working towards relevant financial planning qualification A good understanding of the financial planning processes Able to work within defined business processes Strong report writing ability and experience Ability to achieve agreed outcomes without supervision Confident customer facing manner Ability to carry out needs analysis and make recommendations to Adviser Good all round financial services experience - ideally gained with an IFA IT aptitude Flexibility and tenacity Understanding of general compliance and FCA requirements The role offers excellent scope and shall include: Preparing and maintaining client files. You will carry out research for the Practice Principleclient meetings, including: Discuss client objectives with Practice Principle Provision of technical expertise Ensuring all compliance, risk profile and product provider paperwork is present Identify and obtain the information necessary to compile financial planning options Present completed file to Practice Principle Preparing recommendations, to:  Identify areas for planning Undertake research to identify suitable solutions to meet the clients needs Prepare information/comparisons for analysis Liaise with client’s legal and tax advisers (if applicable) Consider current and future allocation of assets for investment strategy with regard to client risk profile Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations Complete application forms and proposals Ensure all compliance paperwork is in order Submit file for compliance checking and address any issues raised Make changes to clients’ investments as instructed Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly Review:  Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication Establish and build strong relationships with clients Organise future planning meetings with client Review investment portfolio, asset allocation, risk profile etc Send planning figures to client for update and revision in preparation for next meeting Prepare post review summary letters for issue to clients Some excellent benefits on offer - This is an excellent opportunity to develop your career with a proactive employer.Please apply or get in touch for more information.