Financial Services Consultant
6 days ago
Overview: Merje's client is a well-established Wealth Management firm seeking a skilled Paraplanner to join their team. This is an exciting opportunity for a motivated individual to contribute to the success of the company.
Job Description:
- Servicing existing business, including platform-based work, illustrations, and regular client contact.
- Collaborating with advisers to interpret data obtained during client meetings.
- Analysing data and providing solutions to meet client needs and objectives.
- Creating written reports, client-specific illustrations, and key features documents.
- Researching and analysing products and services tailored to clients' financial circumstances.
Skills and Qualifications:
- Minimum 2 years' experience in a Paraplanning role within a financial planning organisation.
- Strong understanding of the financial planning process.
- Ability to work independently with minimal supervision.
- Technical knowledge of investments and pensions advice.
- Level 4 Diploma in financial planning or equivalent qualification.
- Excellent analytical and problem-solving skills.
Benefits: The successful candidate can expect a competitive salary, opportunities for professional development, and a collaborative work environment.
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Financial Consultant
6 days ago
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