Senior Paraplanner, Manager
My client is a highly respected large wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history.
The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
Along with this if you wish the role can be tailored to have oversight of the team and act as a manager to assist in their ongoing growth.
To be consider you must be experienced within an IFA or investment manager. Either having completed your exams or have made significant progress towards. Your background will include both Pensions and Investments with excellent report writing skills. Experience of using research tools such as FE Analytics etc and ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm. Alternatively an experienced manager within wealth management could be considered looking to step away from sales and utilise technical background.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.
Please get in touch with Alison Curran as soon as possible to discuss this role and also other opportunities within the area. Send your CV to firstname.lastname@example.org or click the apply now button - all treated in the strictest of confidence.