MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SENIOR PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP.
THE ROLE EXPECTATION PURPOST
To be the Senior Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser.
In addition, YOUR QUALIFICTION must be: -
LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE:
1. ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (or working towards).
2. THE DEGREE in Financial Paraplanning
3. BACHELORS'S DEGREE IN BUSINESS ECONOMICS
4. ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING
5. MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE
6. Role Accountabilities
7. Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS
8. Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE...