An award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients.
As a Paraplanner you will be working as part of a productive, high-performing team to provide full support to the Advisers. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. This is a fantastic opportunity to join a firm that will provide you with a career path to Advising or Technical Paraplanning depending on your preference.
Your duties would include:
Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
Undertaking whole-of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
Liaising with the Regulatory & Technical team to ensure the advice is compliant
Be able to prioritise work in your queue by liaising with advisers on a regular basis
To be considered:
Paraplanner experience is essential
Level 4 Diploma in Financial Planning required