A well established Wealth Management firm based in Berkshire are currently seeking a permanent, full-time Paraplanner!
In this role the ideal candidate will be preparing reports for clients on financial planning matters along with new business checklists to pass onto the administration department. You will have to provide support to the financial advisers in completing non-client facing tasks involved in preparing and administrating any recommendations being made to clients. You will also be helping maintain annual client review process by reviewing portfolios and writing review letters and updating systems.
The successful applicant will have experience of DC and DB transfers and protection business. Working in a paraplanner role at the moment will give you an advantage but Senior IFA Administrators are being strongly considered. Other ideal points include: Understanding of the research and recommendation process Excellent literacy skills and the ability to write professional and concise reports Ability to work autonomously and manage own workload
In recognition for your hard work in this role, the client will be offering a competitive salary (depending on experience), as well as company Pension & 23 days holiday. You will also offered opportunities to internally progress.
Please quote 40883 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. 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.