An excellent opportunity has arisen for a full-time experienced Paraplanner to start their career in Wealth working alongside a highly professional, fast paced, well-established and growing Wealth Management team.
The candidate will be working within a dedicated Paraplanning team supporting 16+ Financial Advisers by ensuring high-worth investment transactions are carried out accurately, assisting the advisers with client management, and providing advisers & clients with technical reports and information.
There is a lot of progression opportunities available given the rate that the company is growing. As part of a growing Paraplanning team, you will be providing vital paraplanning support to the Partner and a team of wealth Advisers, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports for client meetings, including provision of a high level of technical support.
Knowledge and experience:
· Previous paraplanning experience within an IFA or Wealth Management environment.
·CII Level 4 (Diploma) qualified in Financial Planning or working towards it or J09 qualified paraplanner.
· Familiar with all major research systems (e.g. Analytics, Voyantetc.);
Experience of the Pension Transfer market.
· Experience of the
PLEASE SEE OUR PRIVACY STATEMENT