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AMG Search is currently looking for a Paraplanner to join a major Wealth Management business.
- As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers
- 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 and prime location.
To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience:
- Minimum Level 4 Diploma/Dip PFS and a desire to develop to Chartered status
- 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 the UK’s leading integrated wealth management and professional services group with £56bn AUM and over 260 financial planners and 280 investment managers supporting clients from a network of 55+ offices across the UK.
- It specialises in financial planning and investment management advice for high-net-worth private individuals.
- Servicing over 100,000 HNW clients.
- It has a huge lead generating machine and it offers excellent business development and mentoring support.
This is a unique opportunity to take a major step forward with your career and join this world class organisation. Apply today.
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