My client is a well-respected, Wealth Management business who provide reliable and expert advice for individuals and businesses seeking to achieve financial peace of mind are looking to recruit an experienced Paraplanner to join their growing team of advisers.
Duties of the Paraplanner
*Participating in ad hoc projects and tasks as and when required
*Ensuring that all client records and data are maintained accurately and efficiently
*Undertaking research for asset allocation on clients' existing portfolios, quantifying and analysing those clients' existing investments
*Providing high quality technical, administrative and research support to the Advisers
*Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
Essential skills required
*Proficiency in complex report writing
*Experience liaising with third party providers
*Excellent grammar, spelling and punctuation skills
*Excellent interpersonal and communication skills
*A high standard of personal organisational skills
*Experience of working within a team environment
This is a fantastic position for an experienced Paraplanner to join a growing business that can offer genuine career development by allowing you to be a key part in the businesses ongoing successes.
The role will be a mixture of office based and working from home.
Do you have the required skills and relevant background to be successful in this role?? APPLY NOW
CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.
- wealth management
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