Assistant Paraplanner - Part qualified

Posted 8 November by Cathedral Appointments Ltd
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My client is looking for a Assistant Paraplanner to join their highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. As a Assistant Paraplanner you will also be given the chance to attain Industry qualifications within CII and you will be supported both financially and also with study time.

Your responsibilities will include:

  • Providing administrative support to Paraplanners and Advisers.
  • Provide support in the analysis and reviewing of investments, pension transfers, income drawdown and ISAs.
  • Developing and maintaining technical and industry knowledge to ensure continual development.
  • Collating client information, and preparing documents for client meetings.

As a Assistant Paraplanner you will be expected to begin to learn the process of drafting suitability reports, whilst gaining knowledge on a holistic range of investment products and communicating with clients and colleagues.

You currently must have a background that relates to the wider banking or financial services industry. Be actively looking for a route forward to a more technical based role and be committed to study further.

Excellent offices - with team culture. This is a growing and thriving business that needs to train staff for the future growth of the business.

Reference: 34628380

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