Administrator/trainee Paraplanner - Watford, United Kingdom - Brevere Group
Description
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join theirteam.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and workwith the Paraplanners to produce detailed suitability reports.
You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy.
You will focus on Retirement Planning,Investments, Tax and Estate Planning.
The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market.
This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities
Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management
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