Location: London NW3

Salary: £50k to £60k depending on experience and qualifications

The Client:

Our client provides a comprehensive financial planning and discretionary management service to the clients.

They provide investment advice, pension and protection planning to both corporate and individual clients.

They also offer a discretionary investment management service where they manage investments for clients.

They have an experienced team from a range of professional backgrounds.

They are passionate about client service and have a structured approach in ensuring they regularly communicate with clients so that financial planning remains a priority.

Main Purpose of Job:

They are seeking to recruit an experienced Paraplanner to be based on the Finchley Road.

This is a challenging role where the company will provide the successful candidate with the required training to further their career.

They are seeking a long-term commitment from an individual who will hopefully grow and develop in the role over a number of years.

There will be ample opportunity to become a Senior Paraplanner or a Financial Planner within the company.

Duties and Responsibilities:

? Preparation of reports to clients on financial planning matters.
? Obtaining relevant literature to accompany client reports.
? Preparation of packs for meetings with clients including regular investment valuations.

Liaising directly with clients as the "Paraplanner".

This will include a variety of queries in connection with the client's financial affairs.
? Ensure appropriate documentation is obtained and/or completed so that client files remain compliant and up to date at all times.
? Conduct product research and obtain suitable illustrations to help in the decision-making process, to document and facilitate the provision of appropriate advice.
? Passing information to Administration in order that investment purchases and sales u

  • Location: London
  • Salary: 50000-60000 Per Annum
  • Type: Permanent
  • Recruiter: Additional Resources Ltd.
  • Posted: 15-Sep-2022
  • Posted on: