Due to strong organic growth, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of an experienced Paraplanner in St Albans.
Our client has built a solid reputation in the local market for offering exceptional client service and specialist advice. It provides expert advice across a range of financial products from the whole of the market, to both private and corporate clients. Encompassing a wealth of expertise through a highly successful team of Independent Financial Advisers, its aim is to guide clients to financial independence.
You will work directly with the Managing Director of the practice, being an integral part of the advice process, with the main purpose of the role being to provide technical and administrative support to the MD’s substantial client base. You will conduct research on products, providers and funds in line with company policy, providing supporting suitability reports. You will also write product recommendations for presentation to clients, whilst also completing portfolio reviews and rebalancing requests. Other day to day duties will include dealing with client and provider queries, as well as maintaining relevant databases and ensuring records are accurate and up to date with client and portfolio details.
Due to the predominantly high net worth clients and nature of cases you will generally be dealing with, it is essential that you are an experienced Paraplanner. In addition, you must be technically minded and have a strong understanding of a wide range of pension and investment products, as well as having a good general knowledge of the financial market. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage relationships and expectations at all levels.
In return, you will receive a competitive basic salary, together with an attractive array of additional benefits. Our client also invests heavily in staff development, actively encouraging you to gain further qualifications. You will enjoy working within a small business which has an excellent client base that is very profitable.
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