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Assistant Paraplanner

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Salary Competitive
Type Permanent
Location Liverpool
Sector
Job Reference UK2A/JXG/28907
Contact Jonathan Griffiths
Date posted 24-05-2018

Assistant Paraplanner - Paying up to £18,000 - 3 or 6 month FTC

The Paraplanner Assistant position will be on a fixed term basis initially, either 3 or 6 months depending on the individual’s circumstances e.g. someone may be looking for work over the summer months before starting university. There is the possibility that the roles will become permanent or the fixed term extended.

Working within the Technical Support Services department, to assist our Paraplanner team and Pension Specialists deliver support to our Advisers, who provide strategic asset allocation advice to private individuals in relation to the fee-based Discretionary Managed Portfolio Services of WEALTH at work.

A keen interest in financial services and/or desire to move into a role within financial services would be desirable, coupled with a general understanding of pensions and investments.

Core responsibilities

Provide administrative support to the Paraplanner team
Update client records upon receipt of a comprehensive Investment Planning
Questionnaire (fact-find) completed by the Adviser
Assist in ensuring all client information is up to date
Liaise with Paraplanners and Advisers, where appropriate, to keep up to date of progress
and any outstanding requirements
Assist with administration necessary to enable report recommendations to be actioned
Support Paraplanners with obtaining information as required from pension scheme
providers

Essential skills/experience

Thorough approach to work, with good attention to detail
Able to demonstrate good organisational skills
Good written and verbal communication skills
Accurate and numerate

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Contact Jonathan about this job

Associate, Consultant