One of the UKs top 10 Wealth Managers are now looking for a Diploma Qualified Paraplanner to join their team in Cambridge.
The main purpose of the Paraplanner role is to actively support the Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management as well as preparing client centric suitability reports and other documentation.
Daily duties will include;
* Undertake relevant research, based on the information gathered by the Wealth Planner
* Undertake accurate calculations and cash-flow modelling
* Prepare suitability reports and letters for the Wealth Planners to provide their recommendation
* Draft and co-ordinate technical documents and research for client presentation
The successful candidate will have obtained the Level 4 Diploma in Financial Planning and have a few years’ experience working within a paraplanning role. You will have a strong understanding of the financial planning process as well as the compliance requirements within a wealth planning team.
This is a fantastic opportunity with a structured career map and long term career prospects; If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.