Our client is a leading global provider of independent financial
advice providing holistic wealth management advice to a wide range of high net
Due to continued growth, they
are looking to recruit a Paraplanner to join an existing team, in a modern
office environment, within walking distance of the train station, and with easy
access to the M1.
Working within a team of
paraplanners you will support wealth managers to provide high quality financial
advice to clients. You will use various pieces
of software to assist with your analysis.
Key Responsibilities and Outputs
The job will include the
following on a day to day basis. This does
not form the full scope of the role, which will be varied and will expand as
your experience of working with the company’s clients grows.
Researching and analysing
a client’s financial situation;
financial priorities, including a review of clients’ desire for long term
planning review and suitability reports for client meetings;
Ensuring that any
business conducted is done in a responsible and compliant manner, meeting all legislative
requirements, both internally and externally;
Key Characteristics sought
and research skills;
writing and numerical skills;
High level of
attention to detail;
An aptitude to
A passion for
providing exceptional client service;
An interest in the
Financial Services Sector.
If this role is of interest, please apply in confidence
with an up to date CV to Angela Liscombe of North Oak Recruitment.