Job Information

Paraplanner/Senior Paraplanner
Sector: Financial Services
Region: Hertfordshire
Location: Watford
Salary: £25,000-£35,000+ plus Benefits

Would you like to for an award winning and leading Wealth management body£
Would you like to work for an organisation that prides itself in developing staff£
Due to their ongoing success an opportunity has arisen in a well-established medium sized Wealth Management firm looking to expand due to the nature of the business exposure, they now have an opportunity for a Paraplanner to join their exciting team.
You will be joining the organisation at a very exciting time where you will be able to develop your skills further and will be based within a friendly and professional environment.

Duties of the Paraplanner:

� Assessing of files following client meetings
� Establish client objectives
� Liaise with Advisers, Administrators and Managers
� Production of quality, accurate, compliant letters, analysis, reports and summary sheets
� Analyse existing financial products
� Report Writing

Requirements of the Paraplanner:

� At least 2 years experience supporting within an IFA firm (not a bank/provider)
� Diploma qualified or close to attaining DipFA/DipPFS status
� Experience in writing technical suitability reports and conducting high quality fund research
� Providing extensive administrative and technical support to the advisors
� Experience using either Avelo or XPLAN with a strong knowledge of provider WRAP platforms
� Excellent communicator, organised, knowledgeable and technically minded

This company prides itself on nurturing and progressing their staff, making this opportunity one of a kind, due to the firms opportunities for promotion will arise rapidly.

A comprehensive package on offer for the Paraplanner starting at £25,000-35,000+ depending on experience as well as a generous benefits package.

If interested in this exciting opportunity and have the relevant experience, please contact Mony Suwali at Cameron James on 0207 679 6791 alternatively email [email protected]