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Paraplanner

Employer
Recruit Wealth Ltd
Location
UK
Salary
Competitive
Closing date
23 Jul 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

Recruit Wealth are representing a highly successful and award winning Financial Planning practice who now seek an experienced Paraplanner to join their North London team.

They are looking to recruit a skilled and experienced Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of HNW clients relating to their pensions and investments.

Your role will be to conduct detailed research and create suitability reports based on the client's situation in the short, medium, long term relating to pensions and investments whilst using advanced back office software and systems.

As a Paraplanner you will be required to be involved in sitting in on meetings with the Planners clients, collaborating on ideas and securing their financial future. The business hopes by being able to sit in on client meetings you will gain exposure to the clients and really be part of the financial planning process.

The successful applicant will ideally be Diploma status already (but not essential if you are working towards this) and have around 2 years experience in a similar role as a Paraplanner ideally.

You will have in depth knowledge of Pensions and Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.

If you possess experience of using Intelligent Office this would be highly desirable.

Full training on systems and internal procedures will be offered from the senior team as you on board in to the role.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a recognised, modern and forward thinking firm. The company is also very open to recruiting an individual who has the desire to become an Adviser, this would be attractive but not a prerequisite in being considered for the role.

A very generous salary, company benefits, progression as well as a professional and encouraging working culture are all available with this opportunity.

Please apply for an immediate response here at Recruit Wealth
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