Paraplanner

2 months ago

Bishops Stortford, United Kingdom CV-Library Full time

Job Title:          Paraplanner / Technical Manager  
Location:          Bishop’s Stortford
Salary:              £45,000 - £55,000  (depending on experience)        
Term:                Permanent
Hours:               9am – 5pm Monday - Friday
                          (Discretionary hybrid opportunity after                                                       probationary period)
                             
RecruitAbility are working with a well established, fast growing wealth management client, who is looking for an experienced Paraplanner to join their dynamic wealth management team. Your expertise will shape personalised financial strategies and empower clients to achieve their long-term goals. Elevate your career by providing crucial support to advisors in delivering exceptional wealth planning services. In return, you can expect a competitive salary and an exceptional benefits package.
  
The Role of Paraplanner / Technical Manager:

Work with advisers, relationship managers and independently, to construct and develop wealth planning strategies for clients, covering a range of complexity.
Ensure the strategies are documented within the company’s governance and compliance framework
Create and maintain excellent working relationships with both internal and external stakeholders.
Conduct research and monitoring of solutions within the company’s governance framework.
Identify the impact of any changes in legislation and assess the impact on the group’s clients, implementing the appropriate changes to the Wealth Planning Governance policy and formulating solutions for clients. To be considered for the role of Paraplanner / Technical Manager:

You will need a deep understanding of the fundamental aspects of wealth planning, including a technical and practical knowledge of financial planning and complex investments, custody services and corporate solutions.
Experience of in-house investment management proposition.
Qualified to Diploma level 4 (or close to) with the desire to progress to level 6. Other qualifications such as STEP or IMC would be a bonus.
Attention to detail is key
You will need to be organised and able to multitask
The ability to look beyond the facts to identify key or underlying issues in complex situations   
The Package for Paraplanner / Technical Manager:
Salary:  £45,000 - £55,000  (depending on experience)        
Hours:  9am – 5pm Monday - Friday
             (Discretionary hybrid opportunity after                                                      probationary period)

28 days holiday annually (plus bank holidays)
Pension (5% employer contribution)
Discretionary bonus
Death in service
Private medical
Free parking   
Please apply on line or call (phone number removed) for more information.
This vacancy is being advertised by RecruitAbility Ltd.  The services advertised by RecruitAbility Ltd are those of an Employment Agency

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