Senior Paraplanner

North Oak Recruitment
Mansfield, UK
13 Sep 2019
25 Sep 2019
Contract Type
Full Time
Senior Paraplanner

North Nottinghamshire (ref AL895)

Salary to circa £40,000 + benefits

Our client is a leading global provider of independent financial advice providing holistic wealth management advice to a wide range of high net worth clients.

The role

Working exclusively for the Managing Director, you will provide the highest level of paraplanning for high net worth individuals with complex financial circumstances.

Key Responsibilities
  • Researching and analysing a client's financial situation
  • Understanding financial priorities, including a review of clients' desire for long term financial security
  • Obtaining investment valuations
  • Writing financial planning review and suitability reports for client meetings
  • Implementing investments fund instructions
  • Liaising with financial institutions
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

Key Characteristics sought
  • Diploma Qualified
  • Strong analytical and research skills
  • Experience with complex cases and high net worth clients
  • Strong report writing and numerical skills
  • High level of attention to detail
  • Motivated and organised
  • An aptitude to learn
  • A passion for providing exceptional client service

If this role is of interest, please apply in confidence below. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

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