A leading chartered financial advice firm is now seeking a new Senior Paraplanner to join their team. You will be providing paraplanner support to 3 advisers including which will involve:
* Researching and writing reports for financial planning strategies for new clients. * Writing reports for complex changes post annual review work for existing clients. * Acting as a point of contact with clients and dealing with non advice related matters that may arise. * Meeting clients where needed. * Provide technical support and training to administrative and junior staff. * Complete research tasks as assigned, acting as a supporting member of Investment Committee. * Deal with implementation of any types of client transactions, maintaining electronic records in conjunction with administration staff. * Assist with IT systems and development of systems relevant to the position, in particular the company database
The ideal candidate will have several years working in a similar position and has obtained the Level 4 Diploma in Financial planning as well as looking to become chartered in the near future. In return for your hard work, you will rewarded with a generous salary, attractive benefits package and a clear path of progression to an advisor position within a company that will fully support your career.
Please quote 43236 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.