to c. £50,000 + Bens and Bonus
Seeking an experienced paraplanner to join a sophisticated financial planning and investment management business.
This role will report directly to the division head and will support several financial planners working with the company's highest profile clients.
Provide appropriate support for financial planners
Produce new business reports and reviews
Understand and comply with regulations and principles
Analyse client’s aims and needs to construct appropriate solutions
Production of robust financial plans and analytical information
Support preparation of client review and new client meetings
Support client delivery under the guidance of financial planners.
Broad understanding of core financial planning solutions
Able to actively develop product and industry knowledge.
Level 4 Diploma in Regulated Financial Planning or equivalent.
- Report Writing
- Manage Client Relationships