Our client is in the process of major expansion, due to a recent acquisition and on going organic growth. They are now based across Berkshire, London and Essex and are looking for additional support staff to help with future growth plans.
You will ideally be Diploma Qualified, but they would consider an experienced Paraplanner that is either close to qualifying or someone that is qualified by experience.
Duties will be to support a number of high billing Advisors with the full range of Paraplanning duties. You will be completing suitability reports in line with agreed recommendations, preparing information for analysis by the advisors. Checking all paperwork and admin is completed to a high level, whilst ensuring that it is compliant with current guidelines. As you will have some face to face client interaction, you will need to have excellent communication skills and be well presented.
My client can offer the successful applicant a fun and supportive working environment, with genuine opportunities to develop their skills set further and progress within the group. If you would like to know more about this role, please contact me as soon as possible as interviews will be taking place early next week.
For immediate consideration please send your CV to Mark Flannery at Financial Divisions