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Paraplanner

Posted on Jun 22, 2020 by CV-Library

Chertsey, Surrey, United Kingdom
Accountancy
Immediate Start
£30k - £45k Annual
Full-Time

Are you a Paraplanner looking to join a highly respected Wealth Management business based in Chertsey? In your role as a Paraplanner, you will be supporting a formidable Principal Financial Advisor, as well as providing support to their other Financial Advisors. Your duties will include: * Provide technical research and administrative support to develop suitable client recommendations * Produce all relevant paperwork and regulatory requirements for the Financial Advisor to present potential solutions to clients * Produce compliant and detailed client suitability reports * Assist in the management of client relationships * Produce regular client portfolio reviews, technical and industry updates with relevant commentary to support the proposition * Liaise on a proactive basis with the Financial Advisor to provide updates on cases Paraplanner Requirements * You should be a current Paraplanner and supporting successful Financial Advisors * Ideally, you should have some industry qualifications and have the desire to achieve your DipFA / DipPFS * You must be local to Chertsey The Company This long-established Wealth Management firm has an impressive client bank, with assets under management over £250m and sums assured of over £500m. They have developed a team focused on providing high quality advice and support to their clients. The company will support your professional development and assist you towards achieving industry qualifications. Paraplanner Benefits * Salary of £30,000 - £45,000 depending on experience * Plus company benefits include pension and health care (subject to passing probation) * Dynamic environment with great team working ethic * Fantastic opportunity to be within a high profile financial planning firm * Office based role with normal working hours (Monday to Friday, 9am – 5pm) Location: Chertsey, Surrey Liability and Disclaimer Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information


Reference: 212135946

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