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Posted 9 March by Huntswood Easy Apply Featured Ended

Our client, a well-known financial advice business, is seeking an individual to work on a one-on-one basis providing paraplanning support to one of their senior Adviser's.

Job role:

  • Compile bespoke reports that are specifically tailored towards the client's requirements; the average client has at least £500k to invest
  • Must demonstrate a high attention to detail and the ability to deal with complex investment solutions
  • Research a full range of financial planning products and on the back of this write detailed recommendation and strategy reports which will result in specific recommendations to be passed onto the Adviser
  • Conducting gap analysis on the clients existing financial arrangements
  • Preparation of quotations and research for client meetings

Essential experience/skills:

  • Hold the Level 4 diploma in financial planning, or at least be working towards this
  • Previous paraplanning experience
  • A highly articulate and numerical individual
  • Highly organised
  • Ability to balance commercial needs and compliance requirements
  • Develop a thorough understanding of the businesses advice process

If you are interested in the Paraplanner role then please apply now.

Reference: 34645097

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