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Posted 12 February by Huntswood Easy Apply Featured Ended

Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Salisbury.

Job responsibilities:

  • Conduct research and produce client facing reports to support findings
  • Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy
  • Establish a thorough understanding of each client's individual circumstances, objectives, experience and attitude to risk to ensure any advice is appropriate
  • Work closely with the administration team enabling you to focus on your planner responsibilities and work closely with other paraplanners to share ideas and support each other with best practice
  • Prepare analysis of client's existing portfolio/holdings

Skills and experience:

  • Level 4 diploma in financial planning or at least close to achieving
  • Strong financial services experience, within a wealth management or IFA environment
  • Paraplanning experience
  • Knowledge of at least a couple of the following product areas; investments, pensions, mortgages, protection
  • Strong attention to detail

If you are interested in this role and have the relevant skills and experience then please apply now.

Reference: 34393080

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