A leading wealth management practice based in Central London is seeking a highly skilled Paraplanner/ Technical Support to join its expanding team.
Our client has been established for over 30 years, providing advice to both private and corporate clients with a full range of financial solutions. Encompassing a wealth of expertise through a highly successful team of Independent Financial Advisers, it is looking to add to its back-office support structure in order to streamline workload and responsibilities.
You will play a pivotal role in supporting the Advisers, undertaking research both independently and in conjunction with the IFA to identify suitable products to meet the clients’ needs. Preparing and producing clear and concise recommendation reports and suitability letters, you will ensure that all client information and files remain compliant. You must also be an effective communicator, both verbally and written and at all levels, as you will communicate directly with clients.
You will have experience within the IFA space, and it would be beneficial if you are an experienced Paraplanner, however, this role could also suit a highly experienced and ambitious Administrator ready to move on to the next stage in their career. Some exposure to writing financial reports would be advantageous. Attributes such as good organisational, time management and interpersonal skills, as well as the ability to effectively prioritise and plan your own workload, are considered prerequisite.
Our client is offering a competitive basic salary, along with a discretionary annual bonus which is linked to the profitability of the business. The company also offers excellent training and development opportunities and invests heavily in its staff development.
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