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Paraplanner

London
Permanent
Recruit Wealth Ltd
Posted: 7 January
Offer description

Recruit Wealth are delighted to be representing an Independent Financial Planning practice who have an enviable, award winning reputation, fully independent and recognised as a leading advisory name in London. With over 150+ staff and continuing to grow, our client handles circa £2 Billion AUM with expert client care and a true holistic approach at the forefront of everything they do. Very recently and excitingly, new Financial Planners have been joining and there is an increase need for Paraplanning support to continue their advice delivery. Our client ideally seeks to recruit 3 skilled and competent Paraplanners to work alongside high producing Financial Planners who manage a diverse portfolio of clients. The important role of the Paraplanner with our client is to support one or more of their Financial Planners in a compliant and efficient manner. Conducting regular meetings with the Financial Planner in order to: * Manage new business cases/submissions * Keep abreast of the Financial Planners new business pipeline * Undertaking research into the different financial products that can be held by a client and understanding which are suitable, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the preferred report writing software in the following areas: * Protection * Pensions/retirement planning * Investments * Equity release * Cash-flow forecasting Keeping ab...

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