My client, a highly reputable Wealth Management company, is looking to recruit an experienced Paraplanner to provide full technical support to its busy Financial Advisors.
Established for over 10 years, its Financial Advisors are well experienced in providing expert advice in pensions, investments, inheritance tax planning, life assurance and mortgages products. My client prides itself on the provision of top-quality advice which results in strong long-term relationships with its clients.
You will undertake detailed research and collate information for analysis, ensuring all regulatory and compliance standards are met. Preparing client files for meetings is required for this role, as well as attending meetings when required. You will prepare recommendations and write suitability reports across all aspects of financial planning, being required to manage client cases and move them along to completion.
Experience as a Paraplanner within the financial services industry is essential for this position and you must have strong technical knowledge with good analytical skills. You will have excellent written and verbal communication skills and be analytical. You will be autonomous and able to adapt easily to change.
Working for this FTSE 100 Company, you will be rewarded with a generous basic salary, as well as additional benefits package. My client offers excellent training and development allowing you to progress your career, as well as gaining qualifications. There is also flexible working hours available within this company.
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