My client are an award winning Chartered Wealth Management firm based in Bishops Stortford and require a Trainee Paraplanner to join their team. They have been established for over 20 years and provide a bespoke passive investment service to many HNW professional clients around London & Hertforshire.
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 will ideally be FPC qualified and intending on studying toward Diploma status and have at least 3 years experience of working as a IFA Administrator within a recognised IFA firm.
You should be well presented and comfortable in dealing with clients from a HNW/UHNW 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.