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Are you keen to join a dynamic financial planning firm as a Paraplanner by supporting their highly successful Financial Advisers?
Our client company has been established for over 10 years with a recognised reputation for providing clients with a highly personal service that meets their needs. They are looking to continue developing their business by recruiting a Paraplanner to join their dynamic team of 10.
Roles and Responsibilities
As a Paraplanner, you will be supporting the business to provide high quality, compliant financial planning to their HNW clients. You will liaise with the Advisers and clients to understand the client’s objectives and requirements and analyse suitable solutions before preparing detailed suitability reports for the Adviser. You will also assist in the management of client relationships, including attendance at client meetings and receiving client phone calls to answer or action queries accordingly.
Requirements to be considered
They are looking for individuals with 3 years’ experience within a client contact role in financial services. In addition, you should be Level 4 Diploma qualified and IT literate.
- Salary of £30,000 - £35,000 plus bonuses and employee benefits
- Based in prestigious London offices near Blackfriars
- Excellent transport links close by
- Successful team of individuals who enjoy sharing each other’s success
City of London (near Blackfriars)
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