A team of highly experienced Wealth Management professionals are looking to recruit a talented Paraplanner to ensure that their clients continue to receive technical and quality support with their financial planning. You will play a key role in ensuring that clients receive technical support and in-depth fact finds. You will have the opportunity to work with experienced professionals who pride themselves on developing staff and providing a working environment that nurtures personal development.
The company will work with you to develop your business skills, as the firm strives that all employees live up to the code and ethics of a chartered firm.
You will be required to analyse a client’s circumstances, objectives, and existing financial planning arrangements to prepare an appropriate recommendation for discussion with the adviser
Undertaking whole of market research, as required, on all areas of the market, including pensions, investments, and protection, both on a client-specific basis and as part of regular reviews of the market place
Provide high quality technical, administrative and research support to the advisers
Provide input to the Research Manager on the suitability of new systems or procedures
Assist in the development of less experienced members of staff
Previous experience working within a similar role within a firm providing Wealth Management advice
Level 4 Diploma qualified (not required but beneficial) or a desire to work towards
Good time management and the ability to organise and prioritise workload
A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
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