Our Client is a wealth management firm who provide holistic wealth management services to private clients. Their services include personalised investment portfolio management and holistic financial planning. They are looking for a paraplanner to work closely with their of financial planning consultants in their Alton office.
The role as a Paraplanner will provide extensive technical support to the Financial Consultants combined with maintaining and developing relationships with private clients. Key responsibilities include: deliver financial plans for clients, work closely with the admin team, mange client workflows, prepare and complete reports and undertake product-based research.
They are looking for a self-starter, able to work under own initiative with a proactive and flexible attitude to workflows. Educated to diploma Level 4 qualification (or working towards the DipFA), experience of working in a similar role in Financial Services as the work has complexity and will suit somebody who has seen a wide range of cases, technically strong, able to use technical financial planning tools and modelling software.