Our client, an expanding and award winning Wealth Management and Employee Benefit Groups who look after multiple FTSE100 clients, currently requires a Paraplanner to join their private client IFA division following continued growth.
Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports / suitability letters / pension transfer analysis reports, Handling technical client queries etc.
Candidates need to ideally be educated to degree level and be Level 4 / Diploma qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package.
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