Our client, an award winning IFA, seeks an ambitious and self motivated individual to join their Paraplanning team in Cambridgeshire.
A role now exists for a degree qualified Financial Planning professional with strong Report Writing and Research skills to deliver Paraplanning services in support of an established and highly successful advisory team. Your role will be to work in partnership with the Advisors to provide specialist Pension, Investment and Tax planning services to HNW clients. You will ensure that all relevant details are obtained from the clients and conduct detailed analysis of their current circumstances and aspirations for their financial future. You will construct bespoke reports that combine detail and readability to ensure that the client has a full understanding of their options.
The successful applicant will be Diploma qualified with the desire to achieve Chartered Status. You will have in depth understanding of Pension, Investment and Tax planning with an understanding and experience of dealing with Pension Transfers. You must have strong written and verbal communication skills and be able to manage a diverse workload effectively.
This role will suit a Paraplanner who has become frustrated in their current role and seeks an opportunity within a vibrant and energetic firm committed to personal and professional development.
Paraplanner, Paraplanning, Financial Services, Wealth Management, Pensions
- Financial Planning
- Financial Services
- Wealth Management