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Paraplanner- Bath - c£40k

Posted 13 March by Maclean Moore Consulting Easy Apply Ended

My client is a Wealth Management firm based in Bath. They have an excellent local reputation for always delivering a high-quality service to their clients and they are also part of a globally recognized brand. They are currently looking for a paraplanner that is well experienced and ideally has their Level 4 Diploma. This is a great role for someone who wants good career progression and development, while working within a fast paced and growing advisory practice.

Key Duties

  • Oversee all resulting transactions, ensuring they are competed promptly and correctly; providing the adviser with regular updates
  • Liaising with advisers, providers, administrators and managers.
  • Producing compliant suitability reports.
  • Undertaking fund analysis.
  • Problem solving on complex cases.
  • Producing high quality suitability Reports in Protection, Investment, Retirement and IHT Planning in line with the client's objectives within agreed timescales.

Ideal Candidates

  • Candidates must be Diploma Level 4 qualified
  • At least 2 years experience working as a paraplanner in similar environment
  • Firm understanding of the Microsoft office applications

In return

  • You’ll receive a salary up to c£40k

Required skills

  • Investment
  • Protection
  • Suitability
  • Wealth Management
  • IHT

Reference: 34669188

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