Job Information

Our Clients are an establised firm of Wealth managers based in the Surrey countryside.

They have a current vacancy for an experienced Paraplanner to join there already establised team of Advisors, Paraplanners and Administrators.

Skills, knowledge and experience:

• High level of technical knowledge
• Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
• Clear understanding of an adviser`s role
• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate : able to communicate effectively in verbal and written form
• Solutions orientated : imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system
• QCA Level 4 or working towards that level
• Successful candidate but have access to a vehicle and can drive
• On going development and qualifications will be promoted