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Paraplanner

Posted on Aug 14, 2019 by CV-Library

Alton, Hampshire, United Kingdom
Accountancy
Immediate Start
£25k - £35k Annual
Full-Time
Our Client is a wealth management firm who provide holistic wealth management services to private clients. Their services include personalised investment portfolio management and holistic financial planning. They are looking for a paraplanner to work closely with their of financial planning consultants in their Alton office.

The role as a Paraplanner will provide extensive technical support to the Financial Consultants combined with maintaining and developing relationships with private clients. Key responsibilities include: deliver financial plans for clients, work closely with the admin team, mange client workflows, prepare and complete reports and undertake product-based research.

They are looking for a self-starter, able to work under own initiative with a proactive and flexible attitude to workflows. Educated to diploma Level 4 qualification, experience of working in a similar role in Financial Services as the work has complexity and will suit somebody who has seen a wide range of cases, technically strong, able to use technical financial planning tools and modelling software

Reference: 208226377

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