Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients.
Your role will be to work with the Director of Financial Planning and assisting in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements.
You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning.
Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. You will be Diploma qualified be progressing towards or have achieved Chartered Status. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload
The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession.
This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry
Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments