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Accountancy Divisions
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Bletchingley, Surrey
Paraplanner/Client Manager
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Paraplanner/Client Manager Bletchingley, Surrey Salary: £40k bonus I am recruiting for an exciting and unique role for my client who is a Boutique Independent Wealth Management Firm based in Surrey. My client is looking for a diploma qualified Paraplanner/Client Manager who has experience in producing suitability reports across pensions, investments, protection and estate planning. You will also be responsible for research and recommendations and provide annual review information by pointing out key areas for discussion. You will be working closely with the Managing Director and be a key point of contact for clients. This is a varied role and you will have the opportunity to get involved in many projects such as systems change over, creation of quarterly newsletter to clients have input with management information for quarterly Board meetings. You must have excellent communication skills, high attention to detail and enjoy a close knit working environment. Parking on site is provided. Excellent salary and benefits. If this sounds like a great next step up career ladder for you, I would love to hear from you