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:
* 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.
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.
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