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Financial Paraplanner - London, United Kingdom - Tate Recruitment
Description
ParaplannerLocation:
LondonDepartment: Financial Planning Team
Employment Type:
Full time, hybrid working
Salary:
Competitive with a superb benefits package.
We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.
The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently.
Key Responsibilities of Paraplanner:
The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals.
· Previous experience within an IFA or Wealth Management company· Knowledge of paraplanning and client support processes and understanding of risk.· A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.· Familiar with Voyant software· A good working knowledge of in-house systems e.g., Strong demonstration and belief in the company's BID objectives· Mentoring, training, and development of team members· The fostering of a good working culture which is inclusive and encourages personal development.
The client supports hybrid working, with 3 days in the office and 2 days remote.