A well-known and rapidly expanding Financial Services group is seeking a highly skilled Paraplanner to join its developing team in London.
This firm has grown to become one of the most respected names in the city. Offering a holistic advice service to a broad range of private clientele, the company is able to cater for a wide range of requirements, including financial planning and investment management services.
You will play a pivotal role in supporting two of the companies Advisers, undertaking research both independently and in conjunction with the Adviser to identify suitable products to meet the clients’ needs. Preparing and producing clear and concise recommendation reports and suitability letters, as well as ensuring 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 selected clients, occasionally face to face, as well as providing an interface with third parties.
You will be an experienced Paraplanner and ideally you will be diploma qualified, however, experience/ knowledge is more important. A strong general working knowledge of the regulated advice process is essential. Attributes such as good organisational, time management and interpersonal skills, as well as the ability to be an effective multitasker are essential.
Our client is offering a competitive basic salary, along with a benefits package including pension and DIS. The company offers excellent training and development opportunities. This is a varied role working with a small company that is backed by a bigger company, who will give you the opportunity to grow within the role/ organisation.
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Financial Services and General Insurance Recruitment