Posted on Jun 11, 2019 by CV-Library
Location: Bishops Stortford
Salary: £35,000 - £45,000
Term: Permanent. Full time (could fit around school hours)
My client is an independent financial planning firm based in Bishops Stortford. Due to on-going expansion, they have an exciting opportunity for an experienced Paraplanner to join their growing business.
The role of Paraplanner :
My client is looking for an enthusiastic, dynamic candidate who will provide a complete Paraplanner service within Private Wealth. You will be required to deliver a high level of technical support to the Managing Director and a Senior Advisor.
Your role of Paraplanner:
* Responsible for managing your advisor’s workload, with a focus on meeting client deadlines
* Conduct regular team meetings and email management
* Working with the administration team to gather appropriate meeting preparation information to assist with annual client reviews.
* Creating suitability reports to assist with new business submissions
* Working along side senior management to provide MI, managing the delivery of advice reports within deadlines.
* Providing paraplanning support to the Managing Director and a Senior Advisor, preparing for annual reviews, researching products and investment strategies for the deliverance for suitability advice reports.
* Attending client meetings and maintaining long term client relationships
To be considered for the role of Paraplanner:
* A minimum of 2 years experience within the industry is essential
* You must be Level 4 qualified
* Superb report writing skills
* Excellent computer and keyboard skills
* A highly professional approach
* Enthusiastic, motivated and committed
The Package for the role of Paraplanner:
Salary: £35,000 - £45,000 (depending on experience)
Flexible hours that could work around school hours
Excellent pension and healthcare
Excellent holiday allocation
Please apply online quoting reference RA12425 or call Adrienne Coleman from RecruitAbility for more information.
This vacancy is being advertised by RecruitAbility Solutions Ltd. The services advertised by RecruitAbility Solutions Ltd are those of an Employment Agency