My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. Role purpose
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The role involves providing vital support to the team of
Financial Planners , researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support.You may be expected to act as the technical interface between the consultants and the clients. Responsibilities
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Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients ·
Developing and maintaining a good working relationship with financial institutions ·
Maintaining and developing knowledge in all areas of financial planning ·
Attending client meetings ·
Achieving personal targets set by department ·
Maintaining a good working relationship with existing clients ·
Research – products, investment solutions and financial planning strategies ·
Report writing - production of compliant reports/suitability letters ·
Develop client
Paraplanner in London employer: Service Service Employment
Join a dynamic team in Hellesdon, Norwich, where your enthusiasm and customer service skills will be rewarded with a competitive salary and generous commission structure. Our supportive work culture fosters growth and development, providing you with comprehensive training and the opportunity to excel in the thriving eco home improvements and renewable energy sectors. With a focus on quality service and a commitment to employee well-being, we offer a fantastic environment for those looking to make a meaningful impact.
Contact Details:
Service Service Employment Recruitment Team
