Following an internal promotion and on-going growth, a highly regarded wealth management organisation - who were established in the late 70's - are looking on a permanent basis to add a Paraplanner to their team. JOB DETAILS
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. They will also need to attend client meetings and undertake research on specific projects as they are a key part of this job. You will also be helping maintain annual client review process by reviewing portfolios and writing review letters and updating systems.
The successful applicant with have attained the Certificate in financial planning aiming to get the Diploma. Key day to day skills they will also need are being a positive, friendly service orientated person with a 'can do' attitude. Other key skills are as follows:
* Strong communication skills
* Attention to detail
* Honesty, integrity and ability to maintain good working relationships
* Hard working
* Articulate, well presented
* Prepared to learn
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 and performance-related bonus..
Please quote 40652 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.