Our client is an established wealth management advisory firm delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals, and they are now offering an excellent opportunity for a talented Paraplanner to join their team.
What's on offer:
* 35 hour week - 1 hour lunch!
* Flexible hours (core hours 11-3)
* Full study support
* 27 days Holiday + Bank Holidays
* Pension
* Death in Service
* Free Parking
As a Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made are in accordance with the investment philosophy You will be supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing wealth management company.
Responsibilities include:
1. Providing technical research
2. Production of compliant and detailed Suitability Reports
3. Ensure all client records are fully compliant and ...