Paraplanner

Recruiter
NJR Recruitment
Location
Leicester, UK
Salary
Competitive
Posted
31 May 2019
Closes
27 Jun 2019
Ref
1162236012
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner£30,000-£35,000 Market Harborough
We are delighted to be working with a Firm of very well established Financial Planners who are based in the Market Harborough area. Our Client have grown year on year as a result of ongoing business levels, and they now have an excellent opportunity for an experienced Paraplanner to work alongside on of the companies top performing Advisors. The role will involve one on one support with the Advisor and you will have the opportunity to sit in and observe Client meetings which will enable you to provide highly technical bespoke reports in line with the Clients needs.
This role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge particularly with Pensions & Investments. With excellent experience of delivering a first class service to Clients and Consultant, the successful Candidate will also need to be Diploma qualified OR working towards.
This role offers a competitive salary and bonus, plus a comprehensive benefits package!! A truly unique opportunity to enhance your career.
Responsibilities
Assisting consultants with the management and development of client relationshipsReview investments and client's financial situation for meetingsPreparation of meeting agenda and minutesInputting and demonstrating cashflowConducting extensive research & analysisPreparation of client recommendations producing high quality reportsPreparing a variety of documentation, reports, letters, summaries and projectionsEnsure all files are compliant Review and rebalance client portfoliosInputting data into back office systemAttend client meetings as and when required
This is an outstanding opportunity to work for a nationwide Wealth Management practice who offer highly bespoke Financial Advice. Please contact one of our specialist consultants on 0161 834 4747 and quote job reference NJR9055
KEYWORDS: PARAPLANNER/WEALTMANAGEMENT/INVESTMENTS/PENSIONS/CASHFLOW, CLIENT SERVICES/FINANCIALPLANNING/IFA

This job was originally posted as www.totaljobs.com/job/86619731

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