Paraplanner – Twickenham area
I am seeking a paraplanner to join a small, established financial planning practice in the Twickenham area.
The company offers a team based approach to advice and is committed to delivery of professional and informed advice to a broad, select corporate and private client base.
As such, they can be flexible in the level of experience and qualification required for this role and can accommodate an accomplished paraplanner, a junior support / paraplanner with some relevant experience and progress / commitment to Diploma or a junior / trainee adviser.
The role will involve producing reports, gathering and analysing data for presentation, client reviews and meetings, client servicing including portfolio rebalancing, due diligence and monitoring of compliance.
Working in a varied and friendly environment there is also a strong commitment to personal development and training.
The successful candidate will demonstrate knowledge of pensions and investment business; have exposure to industry software and platforms, knowledge of compliance issues and regulation.
This is a great opportunity to join a small practice and get involved in all aspects of the financial planning process.