My Client is a financial adviser whose main priority is to put their clients’ financial goals in place in order to make them achievable through their financial advice.
My client is looking to expand their team and seeking a hardworking, enthusiastic, and self-motivated Part- time Paraplanner to join their Reigate team. Ideal candidates will be passionate about financial services and have a strong background in paraplanning.
Permanent part- time employed position - 2/3 days per week
Pro-rata competitive salary
Open to a flexible way of working
Duties As Followed:
Provide full technical support to two financial advisers
Produce product research, investment fund analysis and the preparation of a full financial report
Produce suitability reports
Undertake in depth reviews of client portfolios and compile review reports
Assist with the preparation of client meetings, emails, letters and paperwork as part of the advice process
Oversee the administration process end to end
Deal with client queries
Diploma Level 4 qualified
5 years’ experience in the financial services industry and paraplanning within an IFA firm
Excellent written/verbal communication
Attention to detail
Ability to work well in a team and individually
Experience with using Intelligent Office, FE Analytics and Cash flow planning software
This is an excellent opportunity for an experienced Paraplanner to join a successful financial advisers and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.