Lime People Search & Select Ltd
Weybridge, UK
19 May 2019
27 May 2019
Contract Type
Full Time
My client is a multi-award winning national firm of Financial Advisers, providing advice to individuals and their families, businesses and charities across the UK.

We are urgently seeking a Paraplanner to join the firms Paraplanning team in the Weybridge offices working within the Private Wealth teams. You will provide support to 4 partners within the Practice, alongside a team of Administrators, who are responsible for primary contact with the Partners clients. The Private Wealth team specifically deals with only HNW clients with an average investment figure of c£500k. The required candidate will write bespoke highly technical and detailed reports which are tailored to the clients requirements dealing with complex investment solutions. You will also assist the Partners by providing and carrying out high quality research on a full range of Financial Planning products, writing detailed strategy and recommendation reports resulting in specific recommendations, so you will need to liaise with product providers and deal directly with the Partners clients. This will be a highly varied and technical Paraplanning role.

The ideal candidate for this role will be Level 4 Diploma Qualified and ideally with a desire to become Chartered Level 6. You will be an experienced Paraplanner with a number of years working as a Paraplanner within an IFA environment, with a track record of providing Advisers with high quality research across a wide range of Financial Planning products. You must have strong experience with writing highly technical and details Suitability & Recommendation Reports and a strong working knowledge of Financial Planning products across Pensions Transfers, Retirement Solutions, Investments and Taxation and finally a good understanding of current industry initiatives, TCF, MiFID II and GDPR.

Great opportunity for a mid-level Paraplanner to progress within a National well renowned Financial Advisory firm, with lots of opportunities for progression within.

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