Paraplanner - Leading Financial Planning Business
Our client is a National firm of Wealth Managers with offices across the UK. Their current requirement is for an experienced Paraplanner to join their team in Northwich, providing support to their Senior Financial Planners, some of the top performing Advisers in the country.
As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen for a new paraplanner to join the team. The role will involve fund research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting with creation/evolution of client portfolios.
The firm uses Adviser Office software as their back office system - and ideally you will have experience of using the same/similar back office systems and platforms. We are looking for candidates with strong product knowledge and report writing skills.
In addition preference will be given to those candidates who have completed their Diploma Financial Planning and who have the desire to progress/or are progressing towards Chartered status.