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Financial Paraplanner - Banstead, Surrey, United Kingdom - Antony George Recruitment
Description
Job Description Job DescriptionMLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.
They have a large client base and significant assets under management.They have an excellent reputation and have been rated in the top 10 IFAs in the UK on the Vouched For website.
Package Details:
The successful candidate will receive a salary of £35,000-£50,000 Per Annum
Other benefits include:
~ Company pension
~ On-site parking
~ Bonus scheme
~25 days annual leave plus bank holidays
Purpose of the role:
The purpose of this role is to carry out the Paraplanning duties for clients and Advisors.
This includes performing client research, report construction and client contact, ensuring the highest possible standard of client service, senior administrative duties, working closely with Financial Advisers to support the client advisory process, and playing a key role in the business.
Duties and Responsibilities:
Your duties will include but not be limited to:
Provide vital paraplanning support to the team of wealth advisers
Research products, financial planning solutions and investment strategies
Prepare recommendation reports for client meetings
Writing suitability reports/annual review reports
Provide a high level of technical support
Assist advisers with client management
Provide advisers and clients with technical reports and information
Ensure high worth investment transactions are carried out accurately
The Ideal Employee:
Relevant Skills/Experience
Experienced with Cashcalc, X-Plan and FE Analytics is preferred but not essential
Experience of the Pension Switch market
Excellent IT skills and proficient in Microsoft Office
Strong technical knowledge around pensions, investments and IHT planning
Good communication skills
Experience required: 2 years Paraplanning experience.
Qualifications required:
Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate.
