Paraplanner

Recruiter
MB Fitzgerald
Location
Chelmsford
Salary
35000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client is a true wealth management firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients. They are based in Hertfordshire. 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 business administrator/paraplanner to join the team. This is a hybrid role and is ideal for candidates who have both administrative and junior paraplanning experience. You will be supporting a team of 5 wealth management consultants and work with another Senior Paraplanner and Administrator. The role will involve basic research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting with creation/evolution of client portfolios. In addition the other side of the role will involve some new business processing and administration with other members of the team.The firm uses Prestwood Truth software, as their back office system - and ideally you will have experience of using the same/similar back office systems and platforms. In addition preference will be given to those candidates who have completed their Certificate in Financial Planning and who have the desire to progress/or are progressing towards the full Diploma.