Paraplanner - Chartered Wealth Management Firm

SLM Search & Selection
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

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.

Key Responsibilities:

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

Key Experience:

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