Career Paraplanning Opportunity - Growing Company

Posted 12 April by Oval Recruit Easy Apply

Career Paraplanning Opportunity - Growing Company

£35K + package


An expanding Financial Services Group who have won multiple industry and service awards are looking to attract a career minded Paraplanner to work alongside a team of high performing Private Client Consultants. The position has become available due to internal promotion.

The role will involve -

·Research & Analyse market products in line with clients expectations and financial circumstances.

·Assisting the Financial Advisor with Financial Planning and the selection of products.

·Prepare client reports and suitability letters.

·Take into account consideration of risk and clients preferences and prepare appropriate recommendations

·Act as a point of contact for client enquiries and queries

·Work closely with advisors to ensure that the best possible service standards are offered and maintained.

·Attend client meetings as required and support the financial advisor.

·Ensure that client correspondence is updated and correct.

·Work to all legislative, compliance and company requirements.

·Take an active interest in self-development and knowledge.

To apply for the position you must have previous Paraplanning, Report writing or closely aligned experience and be Level 4 qualified or working towards. This is a good opportunity to join a growing company, that have a client focussed professional outlook. With future growth planned it should also provide both role and career development opportunities.

For more information please contact Richard Garbett

Reference: 33758369

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