Investment Paraplanning Professional
1 day ago
Job Title: Experienced Paraplanner (Investments) Required
Overview: We are looking for an experienced paraplanner to join our office-based team in Shoreham-by-Sea. As a paraplanner, you will be responsible for providing technical support to our advisers and managing client relationships.
Key Responsibilities:
- Technical Support: Provide technical knowledge of investment products and procedures to our advisers.
- Workload Management: Organize and prioritize your workload to ensure timely completion of activities and deliverables.
- Client Communication: Act as the primary point of contact for clients, handling correspondence and attending meetings.
- Report Generation: Generate client reports using Intelligent Office and produce technical reports as required.
Requirements:
- Experience: At least 2 years of experience as a paraplanner in the financial sector.
- Qualifications: Relevant qualifications, such as AAT or CIMA, would be advantageous.
- Skills: Strong communication and organizational skills, with the ability to work effectively in a team environment.
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