Paraplanner

Job Description:. Are you working towards your CII Level 4 Financial Planning qualification? Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis. Skills/Experience: Previous Paraplanner experience highly advantageous Experience in report writing is essential Product knowledge of pensions, bonds and other wrappers Experience in the onboarding journey of a new client Strong Excel skills and experience Good knowledge of operational administration including settlement and transfers An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired Core Responsibilities: Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards Draft client correspondence, including fund switches and withdrawals Assist with new business processing, onboarding, and CRM updates Maintain compliant advice files and support clients with queries Manage prospect data and Adviser pipelines in Xplan Handle dealing instructions for investments Ensure accurate and timely client communication (emails, letters, reports) Oversee workloads to enhance client experience and improve procedures Collaborate with Client Servicing and Operations teams to optimise service levels Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy. Job reference: 16028 To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes. By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDCAS ....Read more...
Type: Contract Location: London, England Start: ASAP Posted: 2025-04-28 10:39:00