Paraplanner - National Wealth Management Firm
SLM Search and Selection are currently working on behalf of a nationally respected and award-winning wealth management firm that have been providing their clients with expert financial planning for over 50 years.
Their Reading office are seeking an experienced and techincally astute Paraplanner to join their organisation to prepare written advice and provide technical research services to the local team of advisers.
Undertake product research and deliver high-quality suitability reports for HNW clients
Consistently work in a proficient, timely and compliant manner
Proactively identify improvements for the continuing progression of the team
Attend client meetings with the adviser where required and participate in team meetings
Assist the team and Advisers with workflow management
Liaise with other departments to ensure all work meets company and compliance standards
Proactively enhance industry and company knowledge
Level 4 Diploma in Financial Planning with a desire to progress to Chartered
Minimum of 3 years' technical report writing experience
Proficient IT skills in core Microsoft Office systems and relevant financial services software