Back to search
Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK.
A Paraplanner is now required to join the successful and growing Financial Planning/Wealth Management team. This opportunity will provide the incumbent with an excellent platform to develop a successful career in buoyant industry. With an enviable reputation for training, nurturing, and developing all staff and offering unrivalled career development opportunities.
Working as part of a team to deliver first class client service, the key elements of the role include:
" Liaising with financial planning consultants to understand client objectives
" Carrying out research and preparing illustrations
" Preparing suitability letters and reports
" Using cash flow modelling software and analytical tools
" Using our database system to keep accurate records
" Ensuring that we remain compliant in line with FCA regulation
ENTRY REQUIREMENTS:
To be considered for this position, applicants will need to have:
" Minimum Diploma or Regulated Diploma in Financial Planning (or equivalent)
" At least 2 years' experience in a similar technical role
" Excellent communication skills
WHY WORK FOR OUR CLIENT?
" Work for a top 50 award winning professional services firm
" They offer an excellent reputation for training staff in a friendly and welcoming environment
" Clear career opportunities and progression paths
" Focus on work/life balance - flexible working patterns/locations
" Pay progression linked to role development
" High levels of staff engagement around the firm's values
" Great social life and involvement in community and charitable initiatives
" Part of a national and international network of firms with global opportunities
" A diverse work family
REF: 14200
