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Financial Adviser jobs in Dartford

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    • Interpret adviser notes and translate into compliant recommendations.
    • Preparing paperwork for client meetings, business submission and the processing of new…
    • Proven experience in financial services with a focus on financial planning or wealth management.
    • Professional accreditation or certification in financial…
    • Approximately two years’ experience in an IFA or financial planning environment.
    • Over time: assisting with preparation and drafting of annual review letters,…
    • The role is a full-time position based in London with some hybrid working.
    • Your role involves advising clients on cask selection, guiding them through the…
    • Handle day to day enquiries from clients, providers, advisers and paraplanners.
    • Opportunity to join the Graduate Trainee Programme.
    • Deliver High-Quality Financial Advice - Provide tailored, holistic financial planning advice to HNW clients across investments, pensions, tax planning, and…
    • Have a genuine interest in financial markets.
    • Calling and engaging warm leads to build relationships and win clients.
    • There’s a crystal-clear promotion path.
    • Full training will be provided, including the opportunity to work towards a Level 4 Diploma in Financial Planning and a career as a financial adviser (employed…
    • Proven experience within a wealth, pension or IFA firm, adviser, planner, senior administrator, paraplanner or in a financial planning/IFA role.
    • Preparing high-quality suitability reports across financial products.
    • Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added…
    • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
    • 1-2 years of success working within the financial services, investor relations, or the alternative investments space.
    • Travel to 5-star hotels in North America.
    • Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where…
    • Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks.
    • Be a direct contact or expert in multiple subjects…
    • The successful candidate will have a strong closing background, excellent communication skills, and the confidence to build rapport and convert warm enquiries…

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Job Post Details

Financial Planning Administrator / Paraplanner - job post

Rosemount IFAs
Romford RM2 6BD
£34,000 - £45,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • £34,000 - £45,000 a year

Job type

  • Full-time

Location

Romford RM2 6BD

Benefits

Pulled from the full job description

  • Life insurance
  • Company pension
  • Company events
  • On-site parking

Full job description

Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park.

The role will be to provide strong administrative and Paraplanning support to our Financial Advisers.

With the right candidate there will be the opportunity for progression.

Role Summary:

  • Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
  • Producing client portfolio reviews.
  • Produce suitability reports and supporting documentation
  • Interpret adviser notes and translate into compliant recommendations
  • New Business Illustrations.
  • Trading on provider platforms.
  • Routine administrative tasks
  • Maintaining client data on our CRM tool XPLAN
  • Other tasks as allocated by management.Qualifications/Experience Required:
  • Experience/knowledge of life, pension & Investment plans
  • Excellent communication skills both written and oral
  • Good attention to detail.
  • Excellent proactive attitude towards work.
  • Ability to use initiative and work independently as well as part of a team.
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure.
  • Highly organised with a good attention to detail.
  • Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
  • Microsoft Office Skills.
  • Diploma in Financial Planning or equivalent is desirable

Job Type: Full-time

Pay: £34,000.00-£45,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Life insurance
  • On-site parking

Ability to commute/relocate:

  • Romford RM2 6BD: reliably commute or plan to relocate before starting work (required)

Experience:

  • Life, pension and investment administration: 2 years (required)

Work Location: In person

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