A highly successful and expanding financial services group is seeking a high calibre Paraplanner to join its team based in Marlborough.
With offices throughout the country, our client has been established for over 20 years and provides both private and corporate clients with a full range of financial planning solutions. Encompassing a wealth of expertise through a team of Independent Financial Advisers, it is looking to add to its back-office support structure in order to streamline workload and responsibilities.
Not only is this business growing organically, it is also expanding by way of strategic acquisitions. As such, this is a rare opportunity to gain exposure to some really interesting business, responsibilities and projects.
You will play a pivotal role in supporting the Advisers, undertaking research, both independently and in conjunction with the Financial Advisors, to identify suitable products to meet the clients’ needs. You will also prepare and produce clear and concise recommendation reports and suitability letters, as well as ensuring that all client information and files remain up to date and compliant.
You must be an effective communicator at all levels, as you will regularly be liaising with selected clients, occasionally face to face, as well as providing an interface with third parties.
Whilst there is no pressure to do so, our client very much welcomes candidates who would like to progress to become a Financial Adviser, and it has a tried and tested internal training and development programme in place in order to realise this.
You will have previous experience of working in a “Whole of Market” Financial Advice firm, Paraplanner/ report writing experience is
essential and Diploma qualified is preferable but consideration will be made if you are working towards achieving this.
Our client is offering a competitive basic salary, along with a comprehensive benefits package. You will enjoy working in a very friendly and supportive environment, within a beautiful office.
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