Paraplanner - High net worth clients

☞ Blakemore Recruitment

View: 113

Update day: 07-05-2024

Location: Hook South East

Category: Finance / Bank / Stock Sales

Industry: Financial Services Investment Management Accounting

Position: Entry level

Job type: Full-time

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Job content

Our client is an award-winning national financial advisory practice . As part of exciting growth plans they are looking to add an additional Paraplaner into the financial planning team. You must be minumum level 4 diploma qualified Paraplanner with experience supporting a the team of Financial Planners. The key responsibilities will be to create wealth management plans, provide analytical support and technical advice for clients on financial strategies, plans and products.

Experience Required Include

Solid experience in writing suitability reports in line with Financial Conduct Authority guidelines. Experience in providing advisers with detailed complex technical information and draft suitability reports and prepare financial plans. Able to manage adviser workloads including expectations and provide clear updates on their cases. Ensuring all client files remain compliant. Responsibility for preparing client meeting packs for on goings reviews and making sure all the information to deliver the client proposition is undertaken Excellent IT skills, preferably with a good working knowledge of Platforms Completion of implementation meetings with clients Completing all applications and paperwork during implementation meeting to completion and high standard Assisting the Financial Advisors with Client presentations and Company Seminars
The ideal applicant will be a qualified paraplanner, holding at least the level 4 financial planning or paraplanning diploma and have previous paraplanning experience. You should feel confident in your ability to assist clients and passionate about providing the highest levels of service to clients. In return for all your efforts you will be recognised developed and rewarded with excellent career and development opportunities.
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Deadline: 21-06-2024

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