Paraplanner - Hitchin, United Kingdom - Advance Search & Selection Ltd

Description

Paraplanner

Hitchin

Basic to £55,000 dependent on your experience and qualifications.
We have a fantastic opportunity for a paraplanner in a financial advisory business.

The company has a forward thinking approach with real traditional values; they are completely committed to helping their clients and really enjoy what they do.

Responsibilities

• Prepare all information, reports and notes for client meetings.
• Build close relationships with clients, becoming a key contact for them.
• Produce clear, accurate and compliant suitability reports for our clients.
• Produce regular investment review reports including performance analysis.
• Carry out research into investments and products.
• Obtain illustrations and process new business.

Knowledge and experience

• Good general knowledge of the products available in the wider market
• Previous experience in a holistic paraplanning role
• Comfortable with investment and product research tools.
• Accurate written work and excellent communication skills are essential.

Advance Search & Selection Ltd
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include Financial Advisors, Compliance, Pensions, Paraplanners, Sales Support, T&C etc.