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Paraplanner
A leading Wealth Management firm, who have an excellent reputation and established in the Cambridge area for many years are looking to recruit an experienced Paraplanner. Working as part of a growing team of around 30 members of staff this is an excellent opportunity to join a Chartered practice who will invest in your development and can offer strong career prospects.
The role will support a team of Financial Planners who offer full market products to a HNW client base. Specifics of the role will include -
- Work closely with financial planners developing strategies and solutions to meet clients expectations and objectives.
- Research the market and produce reports, analysis, commentary and cashflow analysis to be presented to clients.
- Produce final suitability reports
- Be comfortable taking ownership of client cases, working them to conclusion and presenting to financial planners.
- Ensure that all work is completed in line with regulatory and compliance requirements.
- Be a point of contact for clients, handling enquiries and helping manage relationships.
- Work closely with financial planners to schedule meetings, client reviews and presentation dates.
- Produce meeting presentation material and attend client meetings prepared to answer questions, make recommendations and take follow up notes.
- Ensure back office systems are correctly updated, and all administrative and office procedures are followed.
To apply for the position, you should have worked in a similar capacity and preferably completed your Level 4 diploma. You should be willing to work in a team-oriented environment where everyone works in collaboration.
This is an excellent opportunity to join a professional firm who have in house training, mentoring and offer qualification sponsorship. The company have an excellent attitude towards team building days, social events and ensuring they have a strong stable working environment.
For more information, please contact Richard Garbett.
