An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm!
Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.
Established for nearly 20 years, the company is now looking for a Paraplanner to join the team, to continue developing on their solid foundations and excellent reputation.
Key duties:
Administration of both new and existing business, ensuring compliance and process procedures are followed
Experience writing suitability reports on a variety of case types
Maintaining accuracy of client information and assisting with the on-going management of the client
Interacting with clients in an efficient and professional manner
Research and analysis
Potential opportunity for involvement with investment analysis
Ability to work collaboratively as part of a team but also manage own workloads
Requirements:
Previous experience as an IFA paraplanner or administrator
Knowledge of FCA rules relating to the financial advice process.
An interest in financial services particularly pensions and investments
Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline
Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications
Paraplanner, Coventry (NT-2032)
An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm!
Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.
Established for nearly 20 years, the company is now looking for a Paraplanner to join the team, to continue developing on their solid foundations and excellent reputation.
Key duties:
Requirements:
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