NEW - Technical Paraplanner - Northwich to £35k
You have the opportunity to join a leading Merchant Bank / Wealth Manager as Technical Paraplanner.
As a Paraplanner to HNW individuals you will discuss client objectives with the Adviser and identify any shortfalls in client information and then determine a Wealth Management Strategy for the client. You will undertake extensive research and prepare a draft recommendation report. This will be done following internal and external compliance procedures and appropriate paperwork will be completed and submitted.
It is also expected that you will be involved in annual reviews and an on-going service relationship with the clients.
- Understanding of the Financial Planning/Corporate Advice process, where appropriate.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi-task and to prioritise and plan own workload.
- Strong IT skills.
- Good report writing and communication skills.
You will be expected to be a minimum of Diploma Qualified and have the ability to demonstrate and understand the regulatory framework whilst practising effective risk management.
In return you will be provided with a competitive salary and the opportunity to work within a progressive and dynamic organisation.