Paraplanner (Future Career Progression) - London - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you an ambitious Paraplanner looking for an opportunity to move your career to the next level? My Client is a rapidly growing independent private wealth manager is always keen to keep service levels of the highest quality and is now looking to strengthenthe team to ensure structures are firm in place for their further expansion.

This role will offer an experienced paraplanner a career path to follow, either to focus on becoming a technical specialist or to follow the Adviser route-the choice is yours

Opportunity Highlights

Excellent career development opportunity within this fastgrowing firm
Preparing for and attending Client meetings, analysing and interpreting post meeting data, dealing with technical queries, preparing product comparisons with illustrations, analysing clients assets and providing recommendations, working with complianceteam whist all the time building client relationships
Use of Voyant and FE Analytics
CII Level 4 qualified Paraplanner or near completion
Holistic paraplanning experience ( 12 months min)
Whole of market product knowledge with ability to research pensions, investments, and protection.
Excellent reporting skills and cashflow planning required.