Senior Paraplanner
Posted 11/07/2024 by enable Recruitment
We are thrilled to have partnered with a boutique Independent Financial Advice firm near Reading, who are actively looking for an experienced and Senior Paraplanner to join their dedicated ultra high-net-worth team. Our client has built themselves a brilliant reputation in the area and industry, and prides itself on providing exceptional levels of service to ultra high-net-worth clients, ensuring tailored financial solutions that meet their unique needs.
As a Senior Paraplanner, you will play a critical role in supporting financial advisors by preparing detailed suitability reports, conducting research, and managing client relationships. Your dedication to delivering top-notch service will be pivotal in helping clients achieve their financial goals.
What you'll be doing:
What you need to apply:
What's in it for you?
What next?
Hit apply or contact Eloise directly!
[email protected]
As a Senior Paraplanner, you will play a critical role in supporting financial advisors by preparing detailed suitability reports, conducting research, and managing client relationships. Your dedication to delivering top-notch service will be pivotal in helping clients achieve their financial goals.
What you'll be doing:
- Provide outstanding service to UHNW clients, addressing their financial planning needs with precision and care.
- Conduct in-depth research on various financial products and strategies to support financial advisers in making informed recommendations.
- Attend client meetings with financial advisers, taking detailed notes and assisting in the development of action plans.
- Ensure all client interactions and financial plans adhere to regulatory standards and company policies.
What you need to apply:
- The ideal candidate will either be, or close to, Chartered status.
- Minimum of 5 years of experience in paraplanning, preferably within a UHNW team.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Proficiency in financial planning software and IO.
- High level of attention to detail and accuracy
What's in it for you?
- A basic salary around £55,000 dependent on experience and qualifications - can be negotiable for the right person.
- Annual bonuses
- Very generous home working, most of the team work remotely
- Quarterly socials with the whole company and lots of social opportunities throughout the year - not just Xmas!
- DIS
- Employer pension contribution
- Further exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous holiday plus bank holidays
What next?
Hit apply or contact Eloise directly!
[email protected]
- Type:
- Permanent
- Start Date:
- 10/07/2024
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Telephone:
- Login or register to view
- Job Reference:
- BH-1650
- Job ID:
- 221984182
- Applications:
- Less than 10
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