Following a period of growth, a highly successful Wealth Management organisation - who have been established for 13 years - are currently looking to recruit a Paraplanner to join their business on a permanent basis. JOB DETAILS
In this role you will be responsible for:
* Preparing reports to clients on financial planning matters.
* Prepare client letters/proposals containing advice and recommendations, reports and research documentation.
* Sending the valuation reports to clients.
* Discuss client objectives with the relevant Financial Adviser, identifying and obtaining necessary client information.
* Preparation of packs for meetings with clients including investment valuations
* Arranging investment purchases
* Attend client meetings
To be successful with your application, it is essential that you are currently working or have worked in a Paraplanner role; either already having achieved Diploma in Financial Planning or working towards this. Alongside this, a proven track record and extensive knowledge of individual and corporate Pension, Investment and Protection schemes within the market is also important, as is good communication and organisational skills. Lastly, strong technical skills and a proficiency in appropriate systems (such as First/Avelo Software, Microsoft Word, Microsoft Excel & Outlook) are also important.
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 and Death in Service scheme, 23 days holiday, performance-related bonus and a pay review after the successful completion of your probation.
Please quote PAP1610-130 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.