Technical Paraplanner
other jobs Switch Recruitment
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
We are proud to be supporting a leading, chartered wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Technical Paraplanner to join their busy and successful team.
Responsibilities:
*Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
*Preparation of cash flow models and financial plans to address clients objectives and financial outcomes.
*Liaising with the Financial Planner and ensuring all information is present, whilst providing guidance and research to ensure suitable recommendations for the client.
*Dealing with complex and technical client queries
*Preparing for client meetings, including following up on any technical points post meeting
Experience:
*Candidates need to have extensive paraplanning or report writing experience
*Have a demonstrable and strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
*Experience across a range of platforms and cashflow modelling software.
*Qualified to Level 4 / Diploma
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
Responsibilities:
*Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
*Preparation of cash flow models and financial plans to address clients objectives and financial outcomes.
*Liaising with the Financial Planner and ensuring all information is present, whilst providing guidance and research to ensure suitable recommendations for the client.
*Dealing with complex and technical client queries
*Preparing for client meetings, including following up on any technical points post meeting
Experience:
*Candidates need to have extensive paraplanning or report writing experience
*Have a demonstrable and strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
*Experience across a range of platforms and cashflow modelling software.
*Qualified to Level 4 / Diploma
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
Job number 2873705
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Company Details:
Switch Recruitment
Founded in 2004, with the simple goal of providing a professional and reputable service to both clients and candidates, Switch Recruitment has establi...