Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Junior Paraplanner to join their team.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and assist in producing detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You will act as the initial point of contact for client queries and well as liaising with product providers.
The successful applicant will have experience gained within the IFA market. You will have a good understanding of regulated Financial Services products and business processes. s. Progress with professional qualifications is preferred and you will have strong IT and communications skills.
This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development.
Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management
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