AMG Search is currently looking for a Paraplanner to join a highly successful Wealth Management firm in Hertfordshire.
As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Senior Partner
- Preparation of all necessary documentation & information for recommendations to be delivered to clients
- Assist with research and surveys
- Delivery of high quality reports in a timely manner to high net worth clients.
- Advice is across pensions, investments, protection, taxation planning & trusts
- The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets
- Excellent office facilities
To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience:
- Minimum Level 4 Diploma/Dip PFS
- Presently in a Paraplanner role and with 3 years+ experience in Financial Services
- Communication - written, verbal, presentations
- Understanding of regulations and compliance and of the financial planning process
- Technical skills across pensions, investments, taxation, trusts
- Experience in technical research, report writing and recommendations
- Organisation and prioritising work/meeting deadlines
Our client is a major practice that is part of a major and multi-award-winning wealth management brand that has witnessed incredible growth year on year.
- It is a rapidly expanding business that was set up by the Owner/Principal in October 2000 and it is now in the top 1% of UK partners within the parent group.
- This is a very ambitious and proactive business that offers genuine career opportunities in a beautiful office setting.
Take a major step forward with your career and join this outstanding organisation. Apply today.