Paraplanner - Surrey, United Kingdom - DMD Recruitment LTD

DMD Recruitment LTD

Verified Company

Surrey, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is the wealth management division of a large corporate financial services business They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business.

Following a recent successful expansion program, they are now looking to recruit an experienced and highly competent individual to join their paraplanning team.

Amongst other duties, you will be required to conduct research, complete reports and cash flowforecasting.

You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients.

You will Regularly participate in team meetings establishing strong relationships withadvisors and the administration team.

It is essential that you have experience in a paraplanning or technical role within an IFA or financial advice firm.

You must have experience of third party research projects including platforms and fund research. You will need to be Diploma qualified witha desire to develop to chartered status.

If you are adaptable ambitious dedicated and enjoy working in a fast-paced environment, and you have strong analytical skills with a good understanding of advice and the paraplanning process, we would like to hear from you.