Experienced Paraplanner/Trainee Adviser

Experienced Paraplanner/Trainee Adviser focuses on providing support throughout the advice process, you will ensure a first-class client service is delivered.

What the role involves

• Providing support throughout the advice process, you will ensure a first-class client service is delivered.
• Interpret information obtained during client meetings, conduct research to provide solutions to meet their needs.
• Prepare APTA/ TVC (using Selecta.
• Manage the paraplanning process whilst supporting the advisers.
• Other day to day duties will include dealing with queries, preparing existing client files for review, and ensuring compliance on an ongoing basis.
• You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.

Skills and requirements

• Due to expansion, an exciting position has become available for a qualified Paraplanner to join a friendly team based in West London.
• If you have paraplanning experience, then this is a perfect opportunity to join a growing boutique wealth management company.
• Assist in the training of Junior Paraplanners as required.

Confirmed role details

• Pension) and recommend an appropriate course of action in suitability reports.

Candidate fit

• Experienced in the Wealth Management Industry - 4+ years’.
• Diploma Level 4 Qualified in Financial Planning.
• Flexible, adaptable, client focussed individual with excellent attention to detail.

Additional role context

• We are currently recruiting for a boutique Paraplanner based in West London who are looking to recruit an experienced Paraplanner.
• This is a great opportunity for a Paraplanner to make the move into advising.
• Working closely with the advisers, you will be conversant in all pensions including Defined Benefits as well as EIS/VCT and other tax advantaged investments.