Our client a highly successful wealth management business provides holistic advice to both individuals and companies on all aspects of financial planning.
As an integral part of their growth plans, they are seeking to appoint a senior paraplanner to support their head of wealth.
Key elements of the role include Preparation and maintenance of client files, preparation of recommendations and the Implementation of these recommendations.
In addition, you must be able to demonstrate the following:
- You hold the level 4 Diploma
- You have a strong understanding of the Financial Planning process
- Experienced in delivering quality reports
- Experience in producing valuation reports, conducting lifetime financial reviews, analysing and comparing fund performances as well as compiling detailed cashflow modelling plans for HNW clients.
- Thorough understanding of compliance issues
- Ability to work within defined business processes
- A minimum of 2 years' experience in a similar role
- Strong attention to detail
- Able to work within a small team and independently
- Confident with the ability to multi-task and prioritise workloads
This is an exceptional opportunity to join a growing business. If you believe you have skills and experience we are seeking contact us today for a confidential discussion.
Please note.
It is Knight Temple Recruitment's policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.
Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients.