Paraplanner
other jobs WEALTHLINK RECRUITMENT LTD
Added before 10 hours
- England,South West,Wiltshire
- Full Time, Permanent
- £34,000 - £40,000 per annum
Job Description:
Full job descriptionParaplanner
Location: Marlborough
Salary: Up to £40,000
The RoleAn excellent opportunity for an experienced Paraplanner to join a well-established wealth management business in Marlborough, providing technical support to a team of Financial Advisers.
You will support the full advice process, working on a varied range of client cases and providing high-quality technical research, analysis and report writing.
Key Responsibilities*Prepare suitability reports and financial planning documentation.
*Research pensions, investments, tax and wider financial planning solutions.
*Analyse client information and assist Advisers in developing suitable recommendations.
*Support complex cases including retirement and investment planning.
*Liaise with Advisers, clients, providers and third parties.
*Ensure all work meets FCA and internal compliance requirements.
*Manage cases and deadlines through to completion.
*Provide technical and administrative support before and after client meetings.
About You*Previous experience as a Paraplanner within an IFA or wealth management environment.
*Strong knowledge of pensions, investments and financial planning.
*Excellent research, analytical and report-writing skills.
*Strong attention to detail and understanding of compliance requirements.
*Level 4 Diploma in Financial Planning or working towards it would be advantageous.
*Able to manage multiple cases and work effectively alongside Financial Advisers.
Location: Marlborough
Salary: Up to £40,000
The RoleAn excellent opportunity for an experienced Paraplanner to join a well-established wealth management business in Marlborough, providing technical support to a team of Financial Advisers.
You will support the full advice process, working on a varied range of client cases and providing high-quality technical research, analysis and report writing.
Key Responsibilities*Prepare suitability reports and financial planning documentation.
*Research pensions, investments, tax and wider financial planning solutions.
*Analyse client information and assist Advisers in developing suitable recommendations.
*Support complex cases including retirement and investment planning.
*Liaise with Advisers, clients, providers and third parties.
*Ensure all work meets FCA and internal compliance requirements.
*Manage cases and deadlines through to completion.
*Provide technical and administrative support before and after client meetings.
About You*Previous experience as a Paraplanner within an IFA or wealth management environment.
*Strong knowledge of pensions, investments and financial planning.
*Excellent research, analytical and report-writing skills.
*Strong attention to detail and understanding of compliance requirements.
*Level 4 Diploma in Financial Planning or working towards it would be advantageous.
*Able to manage multiple cases and work effectively alongside Financial Advisers.
Job number 4011164
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Company Details:
WEALTHLINK RECRUITMENT LTD
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth ta...