Our client is a true wealth management firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients. They are based in Hertfordshire. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen for a paraplanner to join the team. This is a role ideal for candidates who have both administrative and junior paraplanning experience. You will be supporting a team of wealth management consultants and work with Senior Paraplanner and Administrator.
The role will involve research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting with creation/evolution of client portfolios. Ideally you will have experience of using the same/similar back office systems and platforms. In addition, preference will be given to those candidates who have completed their Certificate in Financial Planning and who have the desire to progress/or are progressing towards the full Diploma.
This job was originally posted as www.totaljobs.com/job/81434567