Following a period of organic growth, our client, a prestigious and highly regarded Practice with links to a large Wealth Management organisation, is seeking a highly technical and competent Paraplanner.
Our client has developed an enviable reputation and standing amongst its peers, building a profitable and high-profile business in the process. Following the acquisition of an additional client bank, there is a requirement for an experienced and personable Paraplanner to work closely with the Managing Director.
The main purpose of the role will be to work closely with the Managing Director, delivering a first-class client service throughout the advice process. More specifically, you will be checking Fact Finds, collating client information, preparing suitability letters, preparing illustrations, and working with internal processing systems. You will be given full training on the relevant IT and internal client management systems.
This is an interesting and challenging role that requires a confident, numerate, IT proficient and professional individual that enjoys using initiative and has a ‘can do’ attitude, as well as being organised and a strong communicator. Having experience of working within an IFA or Wealth Management environment, you will have some working knowledge of IHT, pension, investment and protection products. Holding the Level 4 Diploma is not essential, but will significantly strengthen your application.
In return, you will benefit from an attractive basic salary, as well as a comprehensive range of benefits. Offering excellent training and development programmes, the company invests heavily in its staff, and you will be actively supported and encouraged in your continuous professional development.
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Financial Services and General Insurance Recruitment