Paraplanner required for this leading independent consultancy business to provide analytical, technical, report writing and client support. Proactively working with Advisers and Client Support, you will assist in the delivery of professional, compliant and effective client focussed service and proposition. As a Paraplanner you will act as a primary point of contact for all technical queries and your duties will include assisting with information gathering, liaising with clients, research, technical analysis and preparation of recommendations and documentation. Assisting in the booking of appointments and preparation for client meetings, you will also obtain quotation illustrations, prepare comparisons and valuations. You will also be required to review existing products, client portfolios, asset allocation and risk profiles.
To be considered, you will have previous paraplanning experience and will be FPC qualified as a minimum or equivalent. Ideally applicants will be studying towards DipPFS. Salary on offer is between £27,000 - £30,000.