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Astral Recruitment
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Epsom, Surrey
Paraplanner - Wealth Management IFA, Financial Services
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Job Type: Full-time |
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Overview
Our client is a successful business in Financial Services and due to their recent expansion plans they are looking for a Paraplanner to join their team The purpose of this role is to provide paraplanning support to IFA's You will support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following Key responsibilities Review fact finds, file notes, client risk profile questionnaires etc. as provided by the financial advisers to gain an understanding of the client requirements discussed and agreed. Undertake quotes Undertake the necessary research and analysis, including: Fund analysis Product comparison Product analysis Fund research Charges analysis Compile suitability reports Job requirements Financial Planning Diploma Qualified (or equivalent professional qualification). Demonstrable paraplanning experience. The role has been left a competitive for salary and we can negotiate on an individual basis but for the right person up to £50000 For more details please contact Jason at Astral