Wise May are looking for a Paraplanner to join a busy Financial Advisory firm in Bromley. This role is a great opportunity to support Financial Advisers in delivering accurate financial advice to their clients.
We are looking for a proactive, organised and analytical candidate who is adaptable and has the ability to work well under pressure to support the company in achieving the business goals and objectives.
This is a full time, permanent hybrid role (4 days in the office and 1 day WFH), with the working hours of 9am-5pm.
Paraplanner duties and responsibilities include:
*Supporting the Financial Advisers in verifying the compliance and suitability of recommendations.
*Provide an oversight to the Administrators when delegating the implementation of new business.
*Ensuring all client reviews and new business workflow is completed to a suitable standard and in a timely manner.
*Accurately prepare suitability reports and letters to target deadlines.
*Discuss client objectives with the clients Financial Adviser, identifying and obtaining necessary suitability checks.
*Ensure all client queries are appropriately investigated, and accurate responses given.
Paraplanner skills required:
*Demonstrable understanding of financial products and services and a Level 4-6 Paraplanner Diploma.
*Strong analytical skills specifically analysing financial records and providing detailed technical commentary.
*Affective time management and organisation skills with the ability to manage multiple caseloads at one time.
*Ability to assess suitability in line with client’s calls.
*Strong interpersonal and communication skills.
Benefits:
*Designated parking in the local car park
*Winter and summer social days
*Company mobile phone
*25 days holiday + bank holidays