My client are independent financial advisers who pride themselves in giving tailored and dedicated holistic financial advice to individuals, trustees and business owners assisting them to build, manage and protect their wealth for the short and long term future.
Due to organic growth and progression within the small scale practice based on the outskirts of Redhill an exciting experienced paraplanner role is available. Ideal candidates will come from an experienced background in financial services and have a high level of technical knowledge.
Duties as followed:
Producing financial planning suitability reports
Provide research for advisers
Preparing and maintain client files
Review investment portfolios, risk profile etc
Preparing recommendations for clients
Prepare Client reviews
Skills/ Experience Required:
Experience of working in financial services is essential
Good background understanding of financial services and planning process
Diploma in Financial Planning or working towards
Good IT skills
Good report writing and communication skills
Ability to meet deadlines
Accuracy and good attention to detail.
Ability to work on own initiative and in small team when required
This is an excellent opportunity for an ambitious, experienced financial services individual to join a successful financial planner practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.