London or Bristol
Our client is looking for a Paraplanner to join them in London (or Bristol for the right candidate) to provide comprehensive support to Independent Wealth Planners - including researching products and funds, preparing suitability letters and technical support. The role is involved in all aspects of new business and client reviews with the overall goal to aid in providing professional tailored financial planning advice to clients.
The Paraplanner will take ownership of the ‘behind the scenes’ aspects of the wealth planning role, allowing Wealth Planners to spend considerably more time in front of clients. Researching products and funds to assist in putting together a recommendation, you will write suitability reports, prepare review information, contact clients for basic fact finding and assist with general office duties.
With 2 - 3 years’ experience as a Paraplanner, a Level 4 qualification and knowledge of Financial products; particularly in relation to Pensions, Estate planning and Investments, you will have excellent attention to detail and be proactive and self-motivated. Additionally, you will have good knowledge of Windows Microsoft (Excel and Word) and ideally an understanding of Intelligent Office/Intelliflo.
In return for your hard work we offer the opportunity to progress into a Wealth Planner role if desired. We are very much a growing business so the potential for opportunities in the future within Wealth Planning or the Wealth Management side of the business is excellent.
Out client is a financial services company offering Private Wealth Management, Wealth Planning and Corporate & Institutional Broking services.
By offering a highly personal, bespoke service they are able to provide timely advice and create long term relationships based on trust. They firmly believe that by placing their client needs at the centre of everything they do, they are well placed to provide timely, bespoke and helpful advice to a diverse range of clients.
This is a Blue Octopus Recruitment Ltd vacancy who are operating as an employment agency. Once you have clicked to apply for this vacancy, we will then send you more information on the role including a copy of the application form via email.