My client is a respected and independent financial management company. A successful business, they have offices situated in London and South England and are currently looking to expand their Taunton office with an experienced Paraplanner.
Supporting a small team of advisers and working alongside other support staff, the paraplanner will be responsible for;
- Preparing client files in preparation for client meetings
- Preparing summaries and accompanying literature for client presentation.
- Carry out research to find the most appropriate products based on adviser briefing.
- Liaising with external companies to obtain relevant client policy information.
- Completing complex reports.
- Answering routine inquiries from clients.
This is a superb role for a current paraplanner who is perhaps struggling to move their career forward without the full level 4 financial diploma, as my client is more interested in those that have at least 2 years’ experience in paraplanning and report writing and who are part qualified.
They are offering a great development and training program which will see the successful applicant eventually achieve their full diploma whilst also expanding their knowledge on in-house systems and Microsoft packages to achieve your full professional potential. It will be an advantage if you already have some experience of compliance within the financial industry.
On a personal level, this firm encourages enthusiasm and innovative thinking from their staff, so they want to meet paraplanners who can demonstrate confidence and personality that will fit their team culture. They have a flexible and realistic approach to working and are always happy to support their staff, so you won’t be seen as just a small cog in a big wheel!
Salary on offer is £30k- £35k and you will be able to take part in the various employee benefits and incentives on offer, such as pension and health schemes.
Contact Keely Parsons at Recruit UK for more information and quote reference 3034.
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