Job Description
Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients.
Required Knowledge, Skills, and Abilities
The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required.
Reference no: 99412