Paraplanner - Chartered Wealth Management Firm
SLM Search and Selection are currently working on behalf of a boutique-style wealth management firm of Chartered Financial Planners and 20 years' worth of experience in providing bespoke solutions and building long-term client relationships.
Their office in Northampton are seeking an experienced Paraplanner to join their team and provide proactice technicanl support to the resident advisers, becoming an integral part of the Northampton office make up.
Conduct research of suitable financial options specific to individual clients' objectives and prepare recommendation reports
Produce suitability letters and cashflow reporting
Act as a key point of contact and liasie with clients on a regular basis, assisting with queries where required
Ensure the efficient processing of new business in a timely manner
Support the development of client relationships by attending client meetings with the adviser
Maintain up to date industry knowledge and awareness
Minimum of the Level 4 Diploma in Financial Planning with prior experience in a Paraplanner position
Demonstrable track record of producing written financial advice
Strong IT knowledge including Microsoft Office