Our client an established Wealth Management Firm is looking for a paraplanner to work from their head office in Barlborough near Chesterfield.
You will need to have minimum 2 years relevant experience. As a part of the Paraplanning team your responsibilities will be based around providing support for two Financial Advisers who have a number of HNW clients. Your duties will also include report writing, research, portfolio balancing, database management and a high level of client contact including attendance at client meetings.
You will be a personable, team player, able to work under pressure with good interpersonal skills required. Our client is currently expanding their business so you will need to be ambitious and want to build a career with them. They have a strong team ethic within the company so it is imperative that you can work with the group.
The successful candidate will possess strong parapalnning technical knowledge and be computer literate with good working knowledge of Word, and Excel. Knowledge of Intelligent Office would be a bonus.
Salary is negotiable dependent on experience and qualifications. Good benefits provided.