A chance to work for an exciting wealth management firm in Grantham, Nottinghamshire as a Paraplanner.
Client Details
A successful wealth management firm currently undergoing some rapid growth, has created an opportunity for an experienced Paraplanner to join their team.
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
Profile
For this role, we are looking for someone who has:
1. Experience working as a Paraplanner and ideally be diploma qualified
2. Experience working in an IFA/wealth environment and knows how to support advisers in a technical administration setting
3. Knowledge of investments, p...