Paraplanning Professional

2 weeks ago

Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time
About Our Client

Our client, Antony George Recruitment, is a boutique financial advisory firm dedicated to providing exceptional service to clients. We are looking for a Wealth Management Assistant to join our team, supporting the advice process and working closely with our advisers.

The ideal candidate will possess a minimum of 3 years' experience in an IFA environment, preferably with a Level 4 Diploma or active progress towards it. Strong knowledge of financial services products, particularly pensions and pension legislation, is essential.

Key Responsibilities:

  • Support the advice process, including client liaison and communication.
  • Produce standard and customised reports, including suitability reports, meeting notes, and review letters.
  • Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers.
  • Attend client meetings, take notes, and follow up with actionable items.
  • Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner.

Benefits:

  • Salary: £40,000-£50,000 per annum.
  • Private medical care.
  • Pension contribution.
  • Health insurance.

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