Are you a Paraplanner? Are you fully qualified (level 4) then please read on...
My client are a Wealth Management firm based in Norwich, with their combination of expertise and professionalism they service a mixture of HNWI and corporate clients and are looking for a first rate Paraplanner to join their team.
Main purpose of the role
This role is to support my clients team of Wealth Managers and work closely with the client services support team providing technical guidance, advice and solutions. The minimum qualification for your role is Level 4 Diploma PFS.
My client assist with financial support for further training and examinations where relevant, but you will be expected to take responsibility for your own personal development.
Fund research and analysis, both at client level and company level, with accurate recording and follow up where necessary
Technical product research and solution provision
Proficient use of Truth software
Preparation of initial wealth management and financial planning reports and solutions to meet specific client goals
Maintenance and development of compliant client recommendation report/letter suite
Consulting with the Wealth Manager on client investment, pension, and tax planning and making suggestions to the Wealth Manager and confirming proposed actions to the client
Effective time and caseload management
Preparation of compliant suitability reports
Attending client meetings with the Wealth Manager, contributing to the meetings, taking accurate minutes and following up with the client
Providing technical support to the Wealth Managers and other team members
Providing ad hoc support to Corporate team as required
Answering technical client queries
Updating the company’s research file
Accurate system updating on 1st software
Administration through wrap platforms utilized by the company (Transact, Nucleus, FundsNetwork etc) and other providers as required
Contact with client by telephone, letter, email and face to face
Ensuring compliance standards are followed at all times
Other ad hoc duties as required
An extremely competitive salary of £39,000.00 is available for the right canddiate.
Workplace Pension 5.00% employer contribution.
Death in Service x 4.
On site car parking.
Increasing annual leave allowance, this increases 1 day per calendar year worked with effect from 1st January up to 33 days (including normal bank holidays). Additional leave over Christmas. Further enhanced terms for longer serving employees, after 5 years: 34 days. After 7 years: 35 days. After 10 years: 36 days.