Company:
Evans Hart Ltd
Location: London
Closing Date: 28/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Evans Hart is an well established Independent Financial Adviser with 12 qualified advisers. We seek experienced Paraplanners to support our advisers in delivering our advice service.
Duties and responsibilities Updating Fact finding and Know Your Client information - assisting in gathering and updating client information
Ability to to inter-act with clients and gain their trust in communications
Analysing data and searching for client solutions
Updating systems including Intelligent Office, spreadsheets, research systems
Preparing reports to the client including regular reviews, and recommendations
Experience and qualifications Working with financial advisers
Good verbal communication and inter-action with clients and colleagues
Ability to analyse data and produce clear conclusions and reports
Knowlege and qualifications in financial products - pensions, ISAs, investment accounts
Understanding of regulation and compliance
Benefits Competitive salary and benefits
Training and career development
Flexible working and some working from home
Company culture Fiendly and supportive company environment
Encourage personal development and gaining new skills
Team working and using technology to enhance working environment
Focus on providing quality service to clients
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Evans Hart Ltd