Senior Paraplanner

PARAPLANNER- WELWYN – £45k plus discretionary bonus

This family feel, supportive firm of independent financial advisors are looking for a Senior Paraplanner to join their team. The successful candidate will be joining a supportive firm, with a fabulous sense of humour and a down to earth grounding. Looking after the MD of the company this role will be sure to keep you busy!! We would really like to hear from those who have a CII, CeMap or IFP qualification(level 4), and would like to progress, alternatively this firm will consider senior administrators from within financial services.


• 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 the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients. Update new Client Progress & Compliance and Monitoring sheet.
• Attend client meetings, when required, with the MD and other advisers, and contribute to such meetings
• Undertake research as required for specific projects
• Learning and using all applications required for the job including:

– Excel/Word
– Financial Express Analytics, Exchange
– Adviser Office/Activity Manager
– IRESS client management system
– Virtual Cabinet
– Exweb
– Cofunds, OMW and Funds Network
– Intelliflo
– O & M

Hours: 9-5pm (flexibility available)

Job Summary

Job Title Senior Paraplanner
Location Hertfordshire
Job Type Permanent
Salary €50k
Last Updated 06/08/2018
Reference SF41576
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