A leading name in the wealth management market seeks to employ and experienced Paraplanner. You will work closely with the Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs. You will instinctively provide excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements. After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports.
Experience & Skills listed below however this list is not limited to:
•Experience working in a "Whole Of Market" Financial Advice firm preferably as a Paraplanner is essential
•Role holders will be motivated, friendly and professional at all times.
•Excellent time management and organisational abilities.
•Outstanding communication skills at all levels