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Financial Services Specialist
2 months ago
We are seeking a skilled Technical Paraplanner to join our team at a reputable boutique Wealth Management firm in Amersham. The successful candidate will have a strong background in financial services, with a focus on technical report writing for high net worth clients.
Key Responsibilities:
- Write technical reports for HNW clients, utilizing advanced knowledge of investments and pensions.
- Support advisers with a range of tasks, including correspondence with product providers and clients, researching products, and writing suitability reports.
- Provide technical expertise to the paraplanning team, ensuring high-quality support to clients.
- Collaborate with the team to deliver exceptional client service and achieve business objectives.
- Stay up-to-date with industry developments and regulatory requirements, applying this knowledge to improve client outcomes.
Requirements:
- Diploma Level 4 qualified, with advanced level exams in investments and pensions an advantage.
- Proven experience in wrap platforms and main tax wrappers.
- Excellent written and verbal communication skills, with strong organization and interpersonal skills.
- Ability to work well in a busy environment, managing a high volume of cases and prioritizing tasks effectively.
About the Company:
Our client is a well-established boutique Wealth Management firm, committed to delivering ethical and honest solutions to clients. They offer a supportive and collaborative work environment, with opportunities for professional growth and development.
