SENIOR PARA-PLANNER-Wealth Management -London

Posted 3 February by AJB Executive Search Limited

Our client is a boutique wealth manager providing a high level of personal service to HNW clients who are predominantly professionals and company directors. The key areas of advice are investment portfolio management, pensions, and IHT planning.

They are seeking an experienced para-planner with a minimum of 3 years’ experience who is academically and technically strong, well-qualified, with outstanding interpersonal and communication skills, and someone who can take initiative with an excellent work ethic.

You will be fundamental to the running of this aspect of the business.

Main Responsibilities:

- Ensuring all files/all new business is fully compliant

- Bespoke report writing (pension transfers, drawdown, offshore bonds, loans trusts and DGTs)

- Research

- Preparation of client reviews

- Responding to client queries

- Administration and compliance support duties

Strong IT skills and experience of using Financial Express.

CANDIDATE PROFILE

Well educated, degree and professional qualities

Minimum 3 years’ experience as a Para Planner

Able to work in small office and ensure deliverables

Comfortable working with clients

Excellent Communication skills

Required skills

  • Advice
  • Communication Skills
  • Compliance
  • Investment

Application questions

Very well educated, good degree?
A minimum of 3 years as a Para Planner?
Client facing confidence?
Excellent Management and Communication skills?

Reference: 34390764

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