Hot New Career Move Opportunity - Interviews ASAP!
Are you experienced in paraplanning and seek your next step?
Would you like to take on a Mon-Fri 9-5 role, with office based and hybrid options, and a supportive work culture?
Can you access offices near to Rye, and would like to work locally?
If yes then apply now or contact us to find out more in confidence.
Rare opportunity to join an esteemed and successful financial advisory/planning practice in a key role.
This is a hands-on and analytical role, focused on paraplanning across IHT, retirement advice, investments, pensions and protection cover. You will work closely with a small team, and lead on responsibility for :-
- Reviewing client ad hoc and yearly meetings with Advisers
- Performing product/portfolio research and producing analyses such as cashflow models, projects and related documentation for new and existing clients
- Handling client queries and enquiries as referred by Advisers
- Keeping accurate records and ensuring compliance to regulatory requirements
- Working in combination with wider team such as client service and administration to support the smooth running of the practice and client book.
This is a fantastic chance who enjoys and wants to build their technical experience; where you will gain exposure to a variety of client types including and up to UHNW.
You will be part of an excellent company, who take pride in their employer reputation and have genuine care and commitment to employee wellbeing, training and work-life balance
Qualifications / Study support provided (optional)
Training and Support provided - working alongside established professionals
Scope for future career progression
If you have relevant experience with paraplanning and this role sounds an exciting next step Apply now with your CV or contact Tabby at Recruitment Solutions to discuss