* Paraplanning opportunity
* Rapidly growing wealth management company
About Our Client
A successful wealth management firm currently undergoing some rapid growth, has created an opportunity for an experienced Paraplanner to join their team.
Job Description
As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:
* Processing and preparing new business and client review packs
* Preparing client portfolio valuations and reports
* Working closely with Wealth Advisers to interpret and communicate advice based on client's circumstances, risk appetite and objectives
* Making recommendations and producing suitability reports
* Obtaining information from providers
* Conducting money laundering checks
* Contacting clients and arranging appointments with advisers
* Keeping up to date with all relevant product, legislative and technical changes
The Successful Applicant
For this role, we are looking for someone who has:
* Experience working as a Paraplanner and ideally be diploma qualified
* Experience working in an IFA/wealth environment and knows how to support advisers in a technical administration setting
* Knowledge of investments, pensions and financial products
* Excellent communication skills and self-motivated with the ability to work well as part of a team
What's on Offer
As Paraplanner, you will get:
* Salary is negotiable depending on experience/qualification
* Study support for professional qualifications
* Pension contribution
* Life insurance
* 22 days holiday plus bank holidays
* Great, positive team with opportunities to grow
* Death in service
* Free on site parking
* 5 days office based
Contact
Martin Christian
Quote job ref
JN-102024-6554297
Phone number
+44 151 255 3777