Please scroll down, To apply

Paraplanner

hiring now

Page Personnel - UK

2021-12-03 07:37:46

Job location Fareham, Hampshire, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description

My client in Fareham is looking to hire a Paraplanner.
Excellent salary and benefits package to the successful candidate.
About Our Client

My client is a wealth management company based in Fareham.

Job Description

The role will report to the Head of Paraplanning and the key areas of responsibility are as follows:

Analyse client information and existing investments/policies
Tax calculations
Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
Write complex suitability reports
Cash flow modelling
Review and document procedures and workflows
Liaise with clients, and attend client meetings where required
Point of contact for technical queries
Assisting with training colleagues
The Successful Applicant

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.

They will:

Demonstrate a strong technical knowledge and understanding of all financial products
Be level 4 diploma qualified as a minimum and ideally working towards Charter status
Have a minimum of 3 years' experience within a paraplanning role
Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
Have a good attention to detail
Be an effective communicator, both verbally and in writing
Be able to deal with a fast pace and high-pressure workload and need to not be afraid to challenge
What's on Offer

An excellent salary and benefits package, including further qualification support, is available to the successful candidate.

Contact
James Carman
Quote job ref
JN-062537
Phone number

Inform a friend!

Top