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Paraplanner

3 months ago

Worthing, United Kingdom Lloyd Recruitment - Epsom Careers Full time

Paraplanner

Location: Worthing

Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team.

After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the client is offering pension contributions, life assurance, cash plan, discounts from high street and online shops, a relaxed, friendly, modern working environment with long term career development potential, and support with professional studies

Working closely with the Advisers and Support teams, the main duties include:

  • Preparing and maintaining client files,
  • Preparing and implementing recommendations
  • Ensuring all compliance paperwork is present
  • Due diligence associated to the investment committee
  • Assisting in providing technical support
  • Coaching of team members
  • Writing reports based on client's requirements
  • Being a point of reference for advisers
  • Consistently researching and reviewing market products available

The ideal candidate:

  • Minimum of 2 years' experience in a paraplanning role preparing annual reviews and recommendation reports
  • Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
  • Excellent organisational skills