A prestigious, highly respected Financial Services company is looking for a qualified Paraplanner for its practice based in London
This is truly an exceptional opportunity to work for a leading organisation, where you will be able to carve yourself a rewarding long-term career.
Your role will mainly involve working alongside the Financial Planners and other stakeholders across the business, to ensure the provision of the highest possible standards of advice and client service. You will be expected to research and recommend market-specific products, write portfolio reviews and assess the suitability of financial advice. You will need to understand and meet all regulatory responsibilities and adhere to the companies policies and procedures. This position is central to the delivery of positive outcomes to clients and you will play a vital role within the team.
Because of the nature of this position, proven experience in a similar role is essential. You are likely to have completed the Diploma level 4 qualification. You will have between 3 and 5 years’ (or equivalent) experience in Paraplanning, spanning a range of financial solutions; e.g. pensions, investments, inheritance tax planning, estate planning and cash flow modelling. This will be complemented with a high level of administrative accuracy and excellent time management and organisational skills. You will also be fully familiar with most support procedures gained through working in an IFA environment. Just as importantly, you will have strong fact finding capabilities, excellent written and verbal communication skills, and you will be conscientious, with good attention to detail and initiative.
In return, you will receive an attractive salary (dependent upon experience) and a comprehensive benefits package including 25 days holiday, pension, death in service, dedicated coaching and development training, and opportunities for career progression to match your career goals and ambitions.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.