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PARAPLANNER

Posted on Feb 27, 2020 by CV-Library

West Midlands (County), United Kingdom
Accountancy
Immediate Start
£35k - £40k Annual
Full-Time
AMG Search is currently looking for a Paraplanner to join a major Wealth Management business. As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers * Preparation of all necessary documentation & information for recommendations to be delivered to clients * Assist with research and surveys * Delivery of high quality reports in a timely manner to high net worth clients. * Advice is across pensions, investments, protection, taxation planning & trusts * The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets * Excellent office facilities and prime location. To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience: * Minimum Level 4 Diploma/Dip PFS and a desire to develop to Chartered status * Presently in a Paraplanner role and with 3 years+ experience in Financial Services * Communication - written, verbal, presentations * Understanding of regulations and compliance and of the financial planning process * Technical skills across pensions, investments, taxation, trusts * Experience in technical research, report writing and recommendations * Organisation and prioritising work/meeting deadlines Our client is a dynamic multi-award winning financial planning and investment company with £45bn AUM and over 260 financial planners and 280 investment managers supporting clients from a network of 55+ offices across the UK. * It specialises in financial planning advice for high net worth private individuals. * Servicing over 100,000 HNW clients * It has a huge lead generating machine and it offers excellent business development and mentoring support This is a unique opportunity to take a major step forward with your career and join this world class organisation. Apply today

Reference: 207394728

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