recruitukltd Salary: £42,000 - £46,000
I am representing a successful independent financial adversary business who are enjoying a period of steady growth. A small firm who have established an impressive level of funds under management. They pride themselves in offering genuinely independent advice. Their clients are very loyal to their business and maintaining relationships with these clients through excellent customer service is a true focus of the business.
With assets under management raging from £50,000 to £2.5M not any two clients are the same meaning a bespoke service is required for each of their valued clients.
They are looking to bring a senior Paraplanner in to the business who has the technical knowledge and confidence in their own work to be able to support the three existing advisers in their research and report writing.
There is already a successful paraplanning team in place who are processing the bulk of the work and doing a great job of maintaining their extremely high levels of customer service. This new role would essentially be positioned between the advisers and the existing paraplanning team with a focus on technical research and relieving the advisers of some of their work load.
The role will see you provide technical research and analysis as well as have an ability to make recommendations to the advisor. The paraplanner will need to have a good knowledge of market offerings. The job will include complex report writing that are of a high standard and technically and grammatically correct.
To be successful in the role the candidate will need to be able to work on their own initiative and be decisive.
Someone who has experience of working within an investment committee would be at an advantage.
To be considered for the role you will:
- Hold the Level 4 diploma qualification in Financial advice with a desire to complete the level 6
- Have 4 years’ experience within a small to medium sized firm
- Have at least 5 years of true paraplanning experience (not administration)
- Have experience of FE Analytics, Cashflow Forecasting, AVELO, Excel,
- Be highly technical and a problem solver
There is an exceptional salary and overall package on offer for the right candidate. As well as a lovely family feel to the office environment.
If you would like to learn more about this opportunity please call Russell Davies on 01179 170418 or email me at Russell.Davies@RecruitUKltd.co.uk quoting reference 11850