Alderley Park Recruitment are currently recruiting a Paraplanner for our reputable Wealth Management Client based in Market Harborough. This is a permanent role, based on site and can pay a salary up to £40,000 DOE.
THE ROLE
Our client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses. We're looking for a paraplanner to become part of their dynamic, friendly team. The role will involve supporting the Business Owner and 2-3 other Wealth Managers.
The ideal candidate will be used to working in a fast-paced environment and will provide full technical support to the team in terms of meeting preparation and Suitability Letter report writing - essentially documenting the advice we give our clients. Our client fully supports opportunities for progression and development in this role.
Daily responsibilities will be varied, but will include:
- Preparing recommendations for clients alongside advisers and writing suitability reports
- Experience with pension transfers, drawdown, inheritance tax planning
- Answering client enquiries via telephone and email, resolving these in a professional and timely manner
- Preparing cash flow reports using Voyant
- Conducting detailed analysis of investments, assessing performance and cost using FE Analytics
- Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
KEY SKILLS REQUIRED
- At least 1 year experience working as a paraplanner or within a financial advisory firm
- Intermediate level Microsoft Suite - Outlook, Office, Word and Excel
- Confident communicating with clients and 3rd party providers
- Excellent attention to detail, organisational, and time management skills
- Comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions and investments
WHAT THEY OFFER
- Full exam support and study leave
- 22 days holiday plus bank holidays (increases with service).
- Flexible start/finish times.
- Competitive remuneration package.
- Collaborative and friendly work environment.
- Pension and incentive schemes.
This is a great opportunity with a great business. So if you have the relevant skills and experience please apply now in order to be considered.
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