Largescale Wealth Management practice who pride themselves in ensuring that all their clients achieve and maintain their desired lifestyle through receiving a 5 * personalised comprehensive financial advice from chartered wealth planners.
My client is recruiting for a Paraplanner to be based out of their Salisbury office to work closely alongside the businesses Wealth Planners to prepare fully compliant reports for clients, supporting the recommendations made. You will work closely with the planners to develop a consistent report library for use throughout the business when composing client reports.
Salary circa £35,000 dependant on the individual’s background and experience within financial planning.
The ideal candidate for the role will have been working as a Paraplanner, producing high quality whole of market reports. They will hold the Level 4 Diploma in Financial Planning and have a customer focused approach, with a strong focus on quality with highly effective communication skills.
Prepare compliant reports and create/ maintain the report writing/standard wordings library
Review file notes and issue clear instruction of requirements to admin
Carry out all Fund Purchases
Conduct all Annual Reviews