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Paraplanner – Leading wealth management firm in Cheltenham – HNW clientele

Our client is leading Wealth Management and are experiencing a period of growth are now seeking a paraplanner to work closely with Financial Planners. Our client has many aspects to their successful business and is seeking a liked minded paraplanner who relishes working in a fast paced environment.

The main responsibilities for this role require you to assist in the preparation of client reviews which will include full fund and product research, analysing existing portfolio to ensure its meeting client needs, liaison with product providers and third parties on any technical queries, obtain relevant quotations and documentation when required, ensuring all compliance and TCF procedures are adhered to at all times

The ideal candidate must have previous Paraplanning experienced and be Diploma qualified. You will have an in-depth understanding of the financial planning process and possess a high level of technical knowledge. An excellent eye for detail and high level of accuracy are a must for this role. You will be professional with strong customer focus.

This position could be suitable for an IFA who wants a career change and has report writing experience or a financial planning manager within a bank environment who has been dealing with HNW clients and would like to experience working for an IFA.

Paraplanner, IFA, Financial Planning Manager, Wealth Adviser

For more information or to register your interest, please click HERE quoting the job title or contact Recruit UK on 0844 3714031

 

 

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