Our client is the wealth management division of a large financial services business. They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business.
Following a recent successful expansion program, they are now looking to recruit an experienced and highly competent individual to join their Paraplanning team.
Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients. You will Regularly participate in team meetings establishing strong relationships with advisor's and the administration team.
It is essential that you have experience in a Paraplanning or technical role within an IFA or financial advice firm. You must have experience of third party research projects including platforms and fund research. You will need to be Diploma qualified or very close to completing this, with a desire to develop to chartered status.
The position offer’s excellent career progression with full support for further professional exams and an option of the opportunity to progress to an IFA if required.
If you are adaptable ambitious dedicated and enjoy working in a fast-paced environment, and you have strong analytical skills with a good understanding of advice and the Paraplanning process, we would like to hear from you.
- Financial Services