This entrepreneurial financial planning practice has achieved compound expansion over the last ten years as it implements a carefully planned organic expansion plan together with acquisition of HNW client banks.
Variety is the key as you get involved in investment planning and income delivery for individuals and clients across a broad age group. You will be working closely with the managing director and three other advisers to prepare thorough and compliant Suitability Reports for clients. You will be accomplished in interpreting and analysing information from the client file such as aims, attitude to risk and tax status and using this to form well rounded and robust conclusions for recommendations and client reviews.
Role requires considerable technical and problem solving ability, excellent attention to detail and the confidence to work both individually and as a key team member.
You will be a diploma level planner (or very close) who builds good relationships and able to work under pressure to tight deadlines
Generous benefits and the opportunity of moving onto a client facing role in the future on an established client base.
Paraplanner City To £40,000