Back to search
Hours: Full time. 9am until 5pm (Monday to Friday)
Contract type:Permanent
Salary:Competitive - Dependant on experience
Benefits:
complimentary gym membership
Medical cash cover plan
bike to work scheme
flexibility with home working available on request
exam support and funding
increasing holiday allowance with length of Service
The Opportunity:
An exciting new opportunity has arisen to join a highly successful Wealth Management business. The new role will be to join their successful, busy Paraplanning Team, providing support to the Advisor team and the wider practice when advising clients on financial strategies, plans, products.
Key Duties and Responsibilities:
Providing high quality support to the advisor team
Preparing suitability letters and reports
Research and analyse financial products to meet Client requirements and objectives
Analysing clients requirements, data and understanding the desired outcome
Accurately recording client data
Ensuring advisor and clients are updated throughout complete process
Work within and stay up to date with template changes and advice notes
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Person Specification:
Depending on whether trainee or part qualified or experienced:
Minimum of 2 years experience in Paraplanning role within an IFA or Wealth Management environment
Experience of the pension transfer market
Experience of the administration of IHT and/or Investment products
Professional; ability to interact well with Clients, colleagues and providers
High level of accuracy and analytical skills
Highly organised
Demonstrates taking initiative
Excellent written and verbal communication skills
Excellent IT Skills
Approaches work positively with a can-do attitude and take responsibility for own tasks
Works well as an individual and as part of a large team
Open to change with a creative approach to problem solving
This is a fantastic business offering a great working environment and career development opportunities.
