A national Financial Planning & Investment Management organisation are seeking to recruit an additional experienced Paraplanner to join their team. They are one of the largest and most successful Wealth Management companies in the UK, with offices based across the country.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long term career.
The role
- Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans
- Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data
- To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards
- Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors
- Continuously enhance technical knowledge and skills through professional development
- Work very closely with Financial Planners on a daily basis
Their requirement
- Level 4 Diploma as a minimum
- 3+ years' experience within a Paraplanning role
- Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels
- Must have detailed knowledge of the Financial Planning industry
The package
- Basic salary to £50,000
- Discretionary bonus
- 10% pension
- PHI
- DIS x8
- Critical Illness
- 25 days plus bank holidays
- Flexi working - with 3 days in the office and 2 from home
Sector:
- Financial Services
- Financial Planning
