The opportunity for an experienced Paraplanner to join one of the UK’s leading Wealth Management networks who provide a personal and bespoke financial planning service to high net worth clients in the heart of South Wales.
During a period of growth, our client is looking for someone to provide high quality technical paraplanning support to the successful Financial Planners of the business. You will be responsible for preparing suitability letters, reports and recommendations. You will have the opportunity to provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm and help the Junior members of the team by passing on your existing knowledge accordingly. You will also have the opportunity spend a big proportion of time with the Clients of the business should you wish to do so, improving on your Client facing skill set!
In addition, you will be provided with study support for CII qualifications and a competitive salary.
What’s needed to be considered
In order to be considered for this unique opportunity, candidates need to have –
- You should be Level 4 diploma qualified
- Experience of providing technical support within an IFA firm.
- Experience using Intelligent office would be advantageous
- Ability to build relationships with consultants and ensure an effective relationship is maintained
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner