Paraplanner

My client are a national Financial Planning firm seeking a Paraplanner to join their business as part of a new growth phase that the company are experiencing.

Their purpose is to be the best financial planning firm for families and they offer their clients a wide range of services to help them save, plan and invest. They’re always looking for talented and motivated people to join in helping achieve this goal. In return, you will benefit from working for a firm that supports continued learning and development and rewards individual contribution to its continued success.

You will be joining this business at an exciting time as they start to really expand their Wealth division., + Liaise with the Administrators and Planners to ensure all required information for report production is obtained in a timely manner.

• Ensure product research is kept up to date.

• Production of client reports within agreed timescales.

• Obtain and prepare paperwork required for client meetings and business submission.

• Deal with all forms of client communications including, where necessary, arranging client meetings for the Planners.

• Build technical knowledge.

• Will hold the CII DipPFS qualification

• Will have at least 2 years of report writing experience, preferably within a Wealth Management setting

• Will possess a client focus and concern for quality, ensuring client satisfaction and retention

• Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams

• Maintains a full and proper understanding of the financial services market

• A diligent worker with a high level of attention to detail