Specialist Paraplanner - Top 25 Wealth Manager

Oval Recruit
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Specialist Paraplanner - Top 25 Wealth Manager

London - £39,000 + Excellent Package

A leading UK Financial Services Group with an expanding Wealth Management arm are looking to attract a high calibre candidate to take up a key role supporting a team of Consultants who provide specialist holistic Financial and Investment planning to an established portfolio of private clients. The role will include a high degree of client contact and provide you with a good opportunity to work closely with high performing consultants in an environment that is designed to provide you with the opportunity to develop your knowledge and move your career forward.

Specifics of the role will include -

  • Assisting Consultants with the management and development of client relationships.
  • Work closely with consultants to ensure clients are provided with the best possible financial planning solutions
  • Conduct extensive research & analysis, producing high quality reports and supportive notes & illustrations.
  • Manage client review reports, performance data and portfolio information as required.
  • Prepare reports, analysis, cashflow and portfolio projections for client meetings.
  • Attend client meetings and take an active part in discussions.
  • Keeping with company culture, help assist and develop Junior Paraplanners with their development and knowledge.
  • Work closely with consultants to develop your personal knowledge and experience. Take a proactive approach to understanding complex cases or unfamiliar product areas / work.

To apply for the position you should have previous Private Client Paraplanning experience and have completed or be working towards your Diploma. A positive attitude combined with excellent communication skills and a willingness to develop is essential. This is an excellent opportunity to join an impressive organisation who have a proven track record of investing in employees creating a positive enjoyable working environment with a low staff turnover.

For a full Job Description please contact Richard Garbett