Paraplanner

Recruiter
Huntswood
Location
Weybridge
Posted
13 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a well-known financial advice business, is seeking an individual to work on a one-on-one basis providing paraplanning support to one of their senior Adviser's.

Job role:

* Compile bespoke reports that are specifically tailored towards the client's requirements; the average client has at least £500k to invest
* Must demonstrate a high attention to detail and the ability to deal with complex investment solutions
* Research a full range of financial planning products and on the back of this write detailed recommendation and strategy reports which will result in specific recommendations to be passed onto the Adviser
* Conducting gap analysis on the clients existing financial arrangements
* Preparation of quotations and research for client meetings

Essential experience/skills:

* Hold the Level 4 diploma in financial planning, or at least be working towards this
* Previous paraplanning experience
* A highly articulate and numerical individual
* Highly organised
* Ability to balance commercial needs and compliance requirements
* Develop a thorough understanding of the businesses advice process

If you are interested in the Paraplanner role then please apply now

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