Client Facing Paraplanner / Technical Consultant
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| Job Type | Permanent full-time |
| Location | London |
| Area | Greater London, England |
| Sector | Wealth ManagementFinancial Advisory |
| Salary | £42000 - £50000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 07538922708 |
| Job Ref | 51899 |
| Job Views | 166 |
- Description
- Client Facing Paraplanner / Technical Consultant
£50,000 + Package
An award-winning Wealth Management Consultancy who are highly regarded within the industry are looking to recruit a highly capable Paraplanner to join a success team. Working in a team-oriented environment you will help support a highly success Private Client Consultant who provides complex advice to an interesting and diverse HNW client portfolio.
Specifics of the role will include –
- Conduct analysis and in-depth preparation for client meetings. Attend client meetings and discuss technical points with clients.
- Analyse client portfolios and put together comprehensive reports for advisors and clients to review.
- Produce clear suitability reports
- Prepare cashflow models and present various scenarios to clients. Conduct contingency planning, lifetime objective planning and succession modelling.
- Be comfortable researching and resolving technical client queries.
- Interpret legislative, regulatory and technical information ensuring the team remains compliant and consistent with FCA and internal processes.
- Help maintain and develop long terms relationships by providing an intelligent profession service. Be understanding of demanding clients and manage accordingly.
- Help the team with technical expertise.
- Work to deadlines, delivering excellent service levels.
To apply for the position, you must be a Diploma Qualified Paraplanner and have a strong technical understanding of investments, structured products, pensions and trusts. You must also be able to display the client / relationship management skills required for this role and be the type of person who understands and will work to the company’s high service levels which sets them apart.
For more information please contact Richard Garbett.