Job Information

An opportunity has arisen for a well-established small to medium sized Wealth Management firm looking to expand due to the nature of the business` exposure.

The position is based in Buckinghamshire.

Person Specification

Diploma qualified or close to attaining DipFA/DipPFS status
Minimum of 3 years` experience of being a paraplanner or Investment Analyst

Experience in writing technical suitability reports and conducting high quality fund research
Providing extensive administrative and technical support to the advisors Excellent communicator, organised, knowledgeable and technically minded.

Other responsibilities:

- organise new systems for rebalancing.

- analyse funds and fund managers.

- analyse and manage an individual equity portfolio.

- attend client meetings and write bulk & personal letters to clients

This organisation pride themselves in developing staff and keeping their team happy, making this a very friendly environment to be in.

A comprehensive package is on offer with this role depending on experience.

If you are interested and have relevant experience please apply and one of our consultants will be in touch