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PARAPLANNER

Posted on Feb 27, 2020 by CV-Library

Hertfordshire, United Kingdom
Accountancy
Immediate Start
£38k - £45k Annual
Full-Time
AMG Search is currently looking for a Paraplanner to join ahighly successful Wealth Management firm in Hertfordshire. 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 To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience: * Minimum Level 4 Diploma/Dip PFS * 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 major practice that is part of a major and multi-award-winning wealth management brand that has witnessed incredible growth year on year. * It is a rapidly expanding business that was set up by the Owner/Principal in October 2000 and it is now in the top 1% of UK partners within the parent group. * This is a very ambitious and proactive business that offers genuine career opportunities in a beautiful office setting. This is a unique opportunity to take a major step forward with your career and join this outstanding organisation. Apply today

Reference: 211599927

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