Are you a skilled Financial Services Technical specialist looking for a new opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you.
Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside Chartered Financial Planners who manage a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client’s current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. You will be seen as the subject matter expert on technical issues relating to Cashflow Forecasting and will work to analyse and develop the modelling used
The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Cashflow and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis.
This role will suit an intelligent and articulate individual who is looking to further their career as a Technical Specialist within a market leading firm.
Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning