Paraplanner / Assistant Consultant
£41,000 - C£45,000 + pension, DIS and PMI and discretionary bonus.
My client provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension and protection planning to both corporate and individual clients as well as a discretionary investment management service where they manage investments for clients.
The company is seeking an experienced Paraplanner to work with the one of the senior consultants and other advisers. This is a challenging role where the company will provide the successful candidate with the required training to further their career and develop in the role.
You’ll be relied on to prepare high quality reports, obtain quotations and investment valuations for client reports. As the Assistant Consultant, you will liaise directly with clients, attend and contribute to client meetings as well as undertaking research as required on specific projects.
You will also be arranging investment purchases and sales under the Discretionary and Advisory Management Services.
To qualify you must have generalist experience within the Professional or Financial Services sector with a good working knowledge of appropriate systems e.g. First (database), Excel, ExWeb. You will be comfortable preparing detailed letters and comprehensive reports and as such technical knowledge is a pre-requisite. You should have attained the Certificate in Financial Planning and if not already qualified to Diploma level, be close to acquiring it.