Evans Hart is an well established Independent Financial Adviser with 12 qualified advisers. We seek experienced Paraplanners to support our advisers in delivering our advice service.
Duties and responsibilities
- Updating Fact finding and Know Your Client information - assisting in gathering and updating client information
- Ability to to inter-act with clients and gain their trust in communications
- Analysing data and searching for client solutions
- Updating systems including Intelligent Office, spreadsheets, research systems
- Preparing reports to the client including regular reviews, and recommendations
Experience and qualifications
- Working with financial advisers
- Good verbal communication and inter-action with clients and colleagues
- Ability to analyse data and produce clear conclusions and reports
- Knowlege and qualifications in financial products - pensions, ISAs, investment accounts
- Understanding of regulation and compliance
Benefits
- Competitive salary and benefits
- Training and career development
- Flexible working and some working from home
Company culture
- Fiendly and supportive company environment
- Encourage personal development and gaining new skills
- Team working and using technology to enhance working environment
- Focus on providing quality service to clients