Huntswood CTC Ltd
£32k - £37k pa
09 Aug 2017
16 Aug 2017
Our client, a well-known financial advice business, is seeking an individual to work on a one-on-one basis providing paraplanning support to one of their senior Adviser's. Job role: - Compile bespoke reports that are specifically tailored towards the client's requirements; the average client has at least £500k to invest - Must demonstrate a high attention to detail and the ability to deal with complex investment solutions - Research a full range of financial planning products and on the back of this write detailed recommendation and strategy reports which will result in specific recommendations to be passed onto the Adviser - Conducting gap analysis on the clients existing financial arrangements - Preparation of quotations and research for client meetings Essential experience/skills: - Hold the Level 4 diploma in financial planning - Previous paraplanning experience - A highly articulate and numerical individual - Highly organised - Ability to balance commercial needs and compliance requirements - Develop a thorough understanding of the businesses advice process If you are interested in the Paraplanner role then please apply now.

More jobs like this