Paraplanner

Recruiter
NRG Resourcing Ltd
Location
Alton, UK
Salary
Competitive
Posted
09 Jun 2019
Closes
18 Jun 2019
Ref
1151057738
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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.

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