Our client, a local & well-established wealth management business, is seeking a Paraplanner to join their progressive and developed team based in Witney.
About the Role:
As a Paraplanner you will be required to:
Provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
Write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
Produce new business reports and recommendations
Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
Ideally, you will have at least 5 years experience in the financial services industry, of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers. As well as exceptional communication skills at all levels, excellent organisational skills & good working knowledge of Microsoft Word, Excel, Outlook.
Experience with Adviser Office, Volume and Pulse dealing system would be advantageous.
This company offers an excellent benefits package and a great working environment.
For more information and to apply, get in touch with our Witney branch or click 'Apply Now' to submit your application.
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