Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Junior Paraplanner to join their team.
Based in state of the art offices, you will join an established Paraplanning team who provide support to experienced Advisors. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and producing detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.
The successful applicant will come from a Sales Support or Paraplanning role, ideally with exposure to the IFA market. You must possess strong technical knowledge covering Pensions and Investments and have experience of suitability reports. Progress with professional qualifications is essential and you will have achieved or be close to Diploma Status. You will have strong IT and communications skills.
This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development.
Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management