We are working with an established and highly regarded Financial Planning practice to recruit an experienced Paraplanner. The company are well known and work at the top end of the market, due to continued increased business they now have the requirement for an additional Paraplanner to join their friendly team.
You will be required to provide a comprehensive support service to the advisers and private clients. The overall aim being to provide a first-class back office service which supports and compliments the companies unique client proposition.
Duties include: Submission and processing of new business, annual client reviews, SIPP drawdowns, researching available products, writing of suitability reports, updating clients personally.
You should be well presented and comfortable in dealing with clients from an HNW background. In return you will be paid a very competitive salary, excellent bonus, a generous benefits scheme and a clear career opportunity within an award winning firm.