Financial Planning Team
Employment Type: Full time, hybrid working.
Salary: Competitive with a superb benefits package.
We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.
The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently. The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals. Strong background in the Financial Services industry
· Full level 4 Diploma in Regulated Financial Planning as a minimum working towards chartered.
· Knowledge of paraplanning and client support processes and understanding of risk.
· A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.
· Familiar with Voyant software
· Mentoring, training, and development of team members
· The fostering of a good working culture which is inclusive and encourages personal development.
The client supports hybrid working, with 3 days in the office and 2 days