We are representing a fully independent and whole of market chartered financial planners based in Marlow, who are looking to expand and grow their team. This is a fairly young company, spearheaded by an extremely experienced, industry recognised and well-respected management team. The company are in search of experienced paraplanners to join their team.
You will support one adviser with the aide of one administrator. Your general duties will require you to assist in the preparation of client reviews which will include full fund and product research, analysing existing portfolio to ensure its meeting client needs, cash flow management, liaison with product providers and third parties on any technical queries, obtain relevant quotations and documentation when required, ensuring all compliance and TCF procedures are adhered to at all times.
As this is a chartered practice, someone who is level 4 and working towards Chartered is advantageous however, our client will consider part qualified individuals as long as you have strong and successful paraplanning experience. The company offer a competitive salary with a bonus package and excellent future prospects.
If you are interested in this role or would like to discuss the company and overall package in more depth, please contact Louise.
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