My client, a rapidly expanding private banking service, are looking to add a Senior Paraplanner to their successful team; on a permanent basis.
In this role the ideal candidate will be assisting the firm's IFAs in attracting, developing and retaining private client relationships to maximise assets and revenue growth by meeting clients' financial planning needs. You will also need to attend client meetings and undertake research on specific projects as they are a key part of this job, as well as helping maintain annual client review process by reviewing portfolios and writing review/suitability letters and updating the firm's databases.
The successful applicant with have more than 5 years experience in a Paraplanner role within the UK Wealth Management industry, with capability of mentoring junior members of staff; with the view for them to progress from Administrator to Paraplanner in the future. Key day-to-day skills you will also need include being a positive, friendly, success-driven person with a 'can do' attitude, as well as having strong communication skills, good attention to detail and the ability and motivation to learn new skills. Holding the DipPFS is ideal for this role, although not essential!
In recognition for your hard work in this role, the client will be offering a competitive salary of up to £45k (depending on experience), as well as company Pension, season ticket loans, healthcare cover, 25 days holiday, performance-related bonus and a pay review on a yearly basis, alongside the chance to further your skills and career within an engaging, recognised organisation in the heart of London.
Please quote PAP1610-186 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.
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