Senior Paraplanner - Great Company Benefits

Oval Recruit
09 May 2017
08 Jun 2017
Contract Type
Full Time

Senior Paraplanner - Great Company Benefits

Salary - Up to £45,000 depending on experience

An excellent upcoming opportunity for a Paraplanner to join an Award-winning Wealth Management company who provide Financial planning and Investment solutions to Private Banking individuals. The successful candidate will be working as a Senior Paraplanner supporting the Planning team in a modern environment.

The specifics of the role include -

· Prepare and Write Suitability reports and letters

· Provide technical support training to junior staff members

· Carry out research for information and analysis of client financial arrangements

· Handle client contact with Private Banking Clients

· General product and solutions research

· Ensuring accurate solutions are given to clients

To apply for this position, you should have worked within an advisory firm and have gained at least 2 years paraplanning/technical analyst experience. You should have an excellent telephone manor. In addition to these requirements, the ideal candidate will be DIP PFS or working towards completion.

In return, the company offer an excellent benefits package including:

· Discounted Financial Planning

· Private Medical Insurance organised free of charge (you just pay your premium)

· 20 days per year holiday, plus Bank Holidays. This increases by 1 day per year and is capped at 25 days

· Free eye-tests

· Pension

· Discounted venue hire

· Team building and client event days (such as golf days and black-tie balls)

For a full Job Description please contact Megan Hines