Paraplanner

Recruiter
NJR Recruitment
Location
Kidderminster
Salary
From £40,000 to £40,000 per annum
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner
Salary: Up to £35,000


Our client is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. An excellent opportunity for a talented Paraplanner is now available to join their expanding technical team.

As Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy. You will be supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company.

Responsibilities

  • Providing high quality bespoke financial reports on all aspects of financial planning
  • Receiving instructions during debriefings from advisers following client meetings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken

The successful candidate will be have experience working as a Paraplanner, you will be Diploma qualified in Financial Planning as well as having solid communication and interpersonal skills.

Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.

For further information please contact one of our specialist consultants quoting REF: NJR6507



This job was originally posted as www.totaljobs.com/job/76172017