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Paraplanner

Posted 5 January by Insure Recruitment Ended
Our client, a leading firm of Wealth Managers are seeking a talented Paraplanner to join their team.

This is a great opportunity for an experienced industry professional to be part of a strong and successful brand. Our clients are passionate about delivering exceptional financial advice.

Working in support of one financial planner, you will be providing high quality, technical support. Work will include:

* Technical report writing
* Research
* Collection of quantitative detailed information and compilation of financial plans
* Meeting preparation
* Liaison with third parties and providers
* Cashflow modelling

The succesful candidate will have the following:-

* Understanding of the Financial Planning process
* Able to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Prioritise and plan own workload
* Detailed and accurate
* Articulate and positive
* Excellent inter-personal skills, both written and verbal
* Ability to multi-task and prioritise effectively
* Good IT skills
* Excellent report-writing skills
* Ability to work independently and as part of a team

In return, our client are offering a good salary commensurate with experience,

Benefits include offer free parking. Working hours are Monday to Friday 9-5.30.

Required skills

  • investment
  • paraplanner
  • diploma
  • report
  • chartered

Reference: 34155436

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