Paraplanner - National Wealth Management Firm

SLM Search & Selection
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

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.

Key Responsibilities:

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

Key Experience:

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