Our client, a well-established and highly acquisitive IFA practice, is looking for a technically proficient Paraplanner to support its growing team in the South East.
Our client has built a strong reputation across the region for offering exceptional client service and specialist advice, boasting sites throughout the area, including the City. This business is forward thinking, adopting a holistic approach to managing its clients’ wealth.
As a Paraplanner you will support its Financial Planners in producing high quality reports and solutions for its clients. You will compile reports detailing recommended advice to suit clients’ needs and carry out research and analyse products that are appropriate to each client’s financial circumstances, also conducting tax calculations and obtaining quotes for new products. It is essential that you maintain ongoing relationships with clients and complete regular reviews of their portfolios.
You will have demonstrable paraplanning experience and will be Diploma qualified, or at least close to achieving this qualification. You will have excellent IT skills and be proficient in Microsoft products such as Word, Outlook and Excel. You will be able to show drive, initiative and adaptability. It is essential that you have high attention to detail and accuracy, being thorough and producing high quality information and reports.
This is a truly exciting opportunity to join a rapidly expanding business making various acquisitions across the region. You will be rewarded with a generous basic salary, dependent on experience, as well as annual bonuses. In the future, there is an opportunity to benefit from financial support for additional qualifications, as well as opportunities for progression into an advisory role, should this be of interest.
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