Our client, a highly reputable boutique wealth management firm, is looking to develop its Support Team with the appointment of a technically astute and experienced Paraplanner to work from its office in Waltham Cross.
Our client has grown rapidly and has continued to go from strength to strength. It provides independent financial advice to a wide range of private and corporate clients, giving specialist advice in the areas of Personal Injury Trusts, Court of Protection, Retirement Planning, Inheritance Tax Planning, Care Fee Planning and Protection, as well as Investment Management.
You will play a pivotal role in supporting the Financial Planners, providing an interface between the Client, Consultant and other parties to the transaction. Along with this, you will prepare valuations for review meetings, write suitability reports and carry out research and investment analysis. You will also update and maintain its back office system and place investment deals across a number of platforms.
Ideally, you will already be Diploma qualified, although our client will consider applications from outstanding individuals that are in the process of obtaining the necessary qualifications or committed to studying. It is essential that you have previous experience of a similar position, including exposure to writing financial reports, as well as having a thorough understanding of the financial planning process.
In return, you will enjoy a highly competitive basic salary, reflective of your experience, along with an extensive range of company benefits. Our client invests heavily in its staff, offering excellent training and career development opportunities.
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