Junior Paraplanner

Recruiter
MB Fitzgerald
Location
Guildford
Salary
From £35,000 to £35,000 per annum Plus bonus + benefits
Posted
04 Aug 2017
Expires
16 Sep 2017
Sector
Accounting
Our client is a first class wealth management business based in Guildford. Their current requirement is for an experienced Junior Paraplanner to join the organisation to provide support to a Senior Financial Planner. 75% Junior Paraplanning & 25% Office Administration Support the Senior Paraplanners and Consultants. Oversee changes/restructures of clients’ financial planning requirements General client work (mostly investigative) Attend, when requested, client meetings alongside the paraplanner and/or consultant Annual Review Valuation Reports Report writing Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances Checking/correcting valuations Systems Requires a good understanding of Avelo/IRESS/1st Financial Report writing Suitability letters ISA letters Fund switch letters – including assisting Paraplanners with client’s asset allocation breakdown and portfolio realignment to the benchmark risk profile. Collating Information and Documentation Obtaining illustrations, application forms, product and fund information from providers including charges, AMCs & TERs Exchange quotes Prepopulating forms and drafting letters of instruction. Obtain information regarding products and investment funds. Fund research Basic office administration duties Post am/pm Organise meeting rooms for client meetings Stationary orders Maintaining filing system including onsite and offsite archiving Printing & Scanning Drafting letters of authority Input Finametrica details to obtain risk profile Answer email queries from the LLP/Tax Department This job was originally posted as www.totaljobs.com/job/75301542

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