We are proud to be supporting a leading, chartered wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Technical Paraplanner to join their busy and successful team.
Responsibilities:
* Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
* Preparation of cash flow models and financial plans to address clients objectives and financial outcomes.
* Liaising with the Financial Planner and ensuring all information is present, whilst providing guidance and research to ensure suitable recommendations for the client.
* Dealing with complex and technical client queries
* Preparing for client meetings, including following up on any technical points post meeting
Experience:
* Candidates need to have extensive paraplanning or report writing experience
* Have a demonstrable and strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
* Experience across a range of platforms and cashflow modelling software.
* Qualified to Level 4 / Diploma
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.