Due to its continued organic growth, a highly reputable wealth management practice is looking to further enhance its Technical Support Team with the appointment of a Senior Paraplanner in Leamington Spa.
Established over 10 years, it has developed a strong presence and enviable reputation in the Midlands. It is enjoying a period of sustained growth and success, and is in the process of expanding its business through acquisition, which will ultimately result in higher volumes of clients, and therefore increased administrative responsibilities. Consequently, a Senior Paraplanner is urgently required to help oversee the Paraplanning Function.
Working closely with the Consultant, operating as a team throughout the advice process, you will ensure a first-class client service is delivered. More specifically you will conduct research on products, providers and funds, providing supporting suitability letters for the Consultant. Other day to day duties will include dealing with client and provider queries, as well as managing relevant databases and systems. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to. There will also be a requirement to assist in the management of the paraplanning function, ensuring the smooth running of the team and delegating workloads etc.
It is essential that you have gained previous experience within the Financial Services industry, preferably within the IFA market. Ideally you will already hold Level 4 qualification, though this isn’t essential. More importantly, you will possess excellent technical knowledge and a sound understanding of the advice process
In return, you will receive a competitive basic salary, and an attractive benefits package, as well as enjoying flexible working hours. In addition, you will be actively encouraged and supported in your professional development, with study materials and exams being paid for.
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