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:
Providing technical research
Production of compliant and detailed Suitability Reports
Ensure all client records are fully compliant and up to date
Assisting with administrative duties where needed
The successful candidate will be have previous experience working as a Paraplanner, you will ideally be Diploma qualified in Financial Planning as well as having solid communication and interpersonal skills.
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.
For further information please contact one of our specialist consultants quoting REF: NJR15442
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