A number of new roles have arisen within a successful, fast growing Wealth Manager in Shillington.
Depending on your level of experience within paraplanning, you will slot into the appropriate team and be assisted by the admin team whilst supporting one of the firm’s top chartered advisors.
The client nurtures a culture built on the idea of progression and organic growth and offers study/exam support as well as providing you with a friendly office environment.
The successful candidate will be a confident Paraplanner who is diploma qualified or studying. You will have excellent written and verbal skills, as well as the ability to prioritise, multi-task and manage your own workload efficiently.
- Process and deliver Suitability reports for a variety of IFA's
- Wealth Management back office support experience
- Provide recommendations to clients on Investments, Pensions and Protection policies based on your own research and to be able to support these recommendations with a coherent explanation
- Preparing product research and analysis for client meetings and prospect sign up
Interviews are available asap ! Please contact Amanda Heffernan - Coast Specialist Recruitment for full details.
This job was originally posted as www.totaljobs.com/job/79098788