An award winning Employee Benefits Consultancy are currently going through a strong period of growth and are now looking to expand their Wealth Management division. They are seeking an experienced Paraplanner to join their busy and vibrant Berkshire office.
Your main responsibility will be to support a Team of IFA's. This will include meeting with clients to fully understand their needs, conduct market research and write suitability reports, work closely with the team of administrators to ensure all admin is efficiently dealt with and give a helping hand in new business evaluations and investments.
It is essential that the successful candidate is coming from a background with a proven history in Paraplanning and supporting one or more Financial Advisors. You need to be part qualified or fully Chartered and be able to demonstrate strong communication skills when speaking to clients face to face and over the phone or via email. Up to date knowledge of Pension legislation and previous experience of working on Occupational Pension schemes is required.
This is a fantastic opportunity to work for one of the leading firms in the Pensions industry who are recognised on a global scale with offices all over the UK. You will be provided with genuine career progression opportunities and rewarded with a very generous basic salary and benefits package.
Please quote 40583 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.