Job Description
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in Weybridge managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.
The Role:
You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:
• Collating client information and preparing suitability letters for a variety of technical cases
• Preparing illustrations and reports for client meetings
• Managing cases to completion and working with internal processing systems
• Ensuring that the business obtained is being processed compliantly and in a timely manner
• Liaising with colleagues and third parties on a daily basis
You will be given full training on the relevant IT systems
Requirements
• This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a 'can do’ working style
• You will have been working within an IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered
• You will have significant industry exper...