Paraplanner HNW - CLIENT FACING - Salary - £40,000 - £47,000 + Pension + benefits
We have been instructed by a well established Wealth Advisory firm in Fareham, Hampshire to recruit for a talented financial services professional who would be seeking a new role. This role can offer the opportunity to work on the technical and niche projects within the HNW market place and working along side the Managing Director and the Top Performing advisor.
This is an exciting opportunity and we are seeking candidates that are of a well established Paraplanning or Advising background who can and want to work with HNW clients and will be a client facing role.
Your main role will be to provide technical reports to the Wealth advisor and support to the junior Paraplanners when required.
Interact with Investment clients and ensure all areas of fact finding and suitability is covered and maintain a compliant client records and assist in the development of business from the client base.
Deliver the Service Level Agreements (SLA) for the companies paraplanning function in line with new business processing.
Maintain client files which are complete, comprehensive and orderly on the company back office system
Liaise with providers and third parties to obtain information, quotes, illustrations and product details for cases in order to formulate recommendations for clients.
For this role we are seeking candidates that have been in a Paraplanning role OR an Adviser who is seeking to move into to a different area of Financial Services and would be happy being client facing and working on the technical reports.
As a minimum we need candidates to have the Diploma Level 4 and a clear demonstrated work history working within a Paraplanner / Advising role, and in return they are paying a very competitive salary with Pension & Benefits.
Please contact us asap DIRECT ON 02392 455422 to discuss this in more detail.
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.