Paraplanner - Wealth Manager

Employer
Goodman Masson
Location
UK
Salary
Competitive
Closing date
22 Oct 2021

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Sector
Healthcare
Contract Type
Permanent
The Role:
  • Work with the wealth managers to discuss client objectives and growth plans.
  • Undertake financial analysis and produce reports to discuss with the adviser.
  • Continuous maintenance of client relations including producing annual reports to present to clients in yearly review meetings.
  • Give continuous updates to senior team members on structured growth plans for clients.
  • Guide junior members of the team on daily procedures.
  • Keep up to date with legal and technical changes to ensure the company's regulations are current.
  • Work as a key part of a collaborative team to develop your knowledge.

Requirements:
  • Previous paraplanning experience.
  • Level 4 Diploma in Financial Planning would be beneficial.
  • Excellent numerical, written, and communication skills.
  • An adaptable and problem-solving mindset working within a fast-paced environment.

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