Senior Paraplanner
Welwyn Garden City – Salary depending on experience.
A leading financial services group who offer expert investment advice, strategy and financial planning are looking to recruit an experienced paraplanner to work closely with their financial planners. As an award winning firm they embrace leading industry technology to provide clients with the best information to form a sound wealth management strategy.
This is a great opportunity to work in partnership with financial planners where you will get an opportunity to have genuine input into providing clients with tailored solutions based on extensive research, analysis and reporting.
Specifics of the role include –
• Work closely with advisors reviewing client information, meeting notes, factfinds, existing portfolios and objectives.
• Undertake extensive research to find suitable solutions for clients with clear supporting analysis and reports.
• Develop highly detailed reports to be presented to clients in a clear easy to understand method.
• Prepare cashflow models to illustrate client’s future positions.
• Ensure the team understands the clients requirements and are preparing client reports and analysis to meet those objectives.
• Review team work to ensure suitability of advice and compliance requirements are met.
• Assist the financial planner with meeting preparation. Gather relevant information, reports, valuations and analysis. Attend client meetings and assist client presentation and answering client queries.
• Handle client queries and ensure all client requirements are actioned.
• Further your knowledge by taking on more complex portfolios and research work.
This is an excellent opportunity to join a company who will invest in your future and help you develop your career within financial services. Training and mentoring are a key part of the company ethos, developing a strong, knowledgeable and stable team.
To apply for this position, you must have worked in a similar technical role and have a strong understanding of financial planning and investment products. You will be qualified to diploma level 4 and understand UK regulatory requirements.
For more information, please contact Richard Garbett.