Seeking an experienced paraplanner for a boutique wealth management practice in the City. They are at the forefront of wealth advice, working with HNW individuals and family wealth clients.
The role will involve:
Supporting the financial planners in research and analysis to meet client needs and objectives
Supporting the financial planners in preparing client financial plans and suitability reports
Developing and maintaining internal relationships
Promoting the profile of the business within the profession and wider communities
Continuous professional development to meet regulatory requirements and personal development needs
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
You will need:
3 years’ experience in a technical support or paraplanning capacity
Level 4 Diploma qualified and keen to continue to Chartered status.
Experienced in compiling high quality financial planning reports and suitability letters
Confident when speaking to clients and investment companies
A good working knowledge of wrap and platforms
Excellent numeracy skills
The ability to gather data and to ask the right questions
Working knowledge of back office systems
They can offer a competitive basic salary and bonus, generous pension contribution, exam support, training and funding, time off for personal development, a fantastic working environment. They wish to strengthen their team as they expand and keen to try to accommodate the aspirations of their staff.