Are you a successful and skilled Paraplanner? Are you looking for a professional environment where you will provide specialist Retirement solutions to HNW Clients? If so, this opportunity will be of interest.
This highly professional and successful Financial Advisory practice seeks to recruit a skilled and experienced Paraplanner to join their Private Client team. The role involves providing dedicated support to a successful team of Consultants providing fee based wealth management services to HNW clients. Responsibilities will include conducting in depth research and producing bespoke client reports. You will ensure that the business pipeline is managed effectively and that existing clients are monitored and reviewed on a regular basis. You will act as the main point for technical queries and have regular contact with clients.
Applications are invited from degree educated Financial Services professional with experience of Paraplanning. You will be qualified to Diploma level and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Income Drawdown and Transfers. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude.
This is an excellent opportunity for an ambitious Paraplanner who is seeking a challenging role within market leading fee based firm. You will be rewarded with an excellent package and receive the support to continue your professional development.
Financial Planning, Wealth Management, Paraplanner, Paraplanning Jobs, Financial Services