We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.
Responsibilities:
* Working closely with product providers to obtain information and process business
* Preparing recommendations for clients alongside advisers and writing suitability reports
* Answering client enquiries via telephone and email, resolving these in a professional and timely manner
* Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
* Preparing review documents for clients including bespoke illustrations and valuations
* Conducting detailed analysis of investments, assessing performance and cost
* Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Experience & Qualifications:
1. At least 2 years experience working as a paraplanner or within a financial advisory firm
2. Previous St James's Place experience would be strongly advantageous
3. Intermediate level Microsoft Suite - Outlook, Office, Word and Excel
4. Confident communicating with clients and 3rd party providers
5. Excellent attention to detail, organisational, and time manage...