Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is a fantastic opportunity for an experienced Paraplanner who is seeking progress and work for a highly successful business that holds an excellent reputation within the Wealth Management sector.
You will be working as part of a small but growing team, where you will be supporting the Wealth Managers in delivering first class services to their Client bank.
Provide technical and research support to the financial planners.
Closely liaise with clients
Prepare full suitability reports
Liaise with administrators and planners on any required amendments
Research the most suitable products and tax wrappers
Calculations such as carry forward, CGT, IHT and bond calculations
Prepare research on existing investment and pension funds using appropriate research tools
Compare with appropriate funds/portfolio for the clients attitude to risk
What\'s in it for you?
Generous holiday allowance
Personalised Training Plan
Full Study Support
The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Financial Services environment. You will ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills. Experience using IRESS would be advantageous
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR10940