A well respected Independent Financial Advisory firm based in Cheshire is currently recruiting for a new Paraplanner to join their busy team. JOB DETAILS
This role will be to provide an interface between the Client, Consultant and other parties to the transaction. Some of the main duties include;
·Discussing client objectives with planner
·Identifing and obtaining information necessary to compile reports/analysis
·Identifing areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
·Preparing information/comparisons for analysis by planner
·Acting as a point of contact and deal effectively with queries from clients and other parties through effective communication
·Establishing and build strong relationships with clients, colleagues and other parties
·Reviewing investment portfolio, asset allocation, risk profile etc
·Attending Investment Committee meetings
The successful candidate will have previous experience working for an IFA and specifically several years working in a paraplanning role. They must also either have completed their Diploma is Financial Planning or currently be working towards it.
In return for your hard work, the company will reward you will a generous salary, 24 day holiday and a brilliant benefits package, to include Pension, 4 X Death in Service, discretionary annual bonus, Group income Protection Plan and financial support with studying for Professional Qualifications.
Please quote 42556 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.