Junior Paraplanner

2 weeks ago


London, United Kingdom Financial Divisions Full time

**plus excellent bonus package, hybrid working**

My client is a modern dynamic financial planning business and believes that people deserve a better service than traditional financial institutions are willing or able to offer and that high quality ongoing financial advice and superior products should beavailable to everyone - not just institutions and high net worth individuals. As a client focussed business, they provide advice covering pensions, wealth management, ISAs and Investment Bonds and pride themselves on providing a first-class service. Aftera busy period, and having seen their organic growth pattern, we are assisting them again with the introduction of a junior Paraplanner to the Business.

As an active studier with evidence of exam success to date ( RO exams), your responsibilities will be varied and include producing fund switch letters including research, withdrawal letters with supporting documentation, using required research tools foranalysis of client and provider information ensuring clients expectations are met, fund performance illustrations, and preparation of suitability and recommendation reports. Additional responsibilities will include preparing client valuations and annual reviewpacks and supporting the Advisers with any further requirements.

This opportunity will suit a Diploma studier with several exams completed with an already acquired working knowledge gained within Wealth management/Financial planning ( investments and pensions) and the enthusiasm and self-motivation to develop their skillsfurther to gain full paraplanning status


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