26Apr
Article by admin
Blakemore Recruitment

Technical Paraplanner – Wealth Management

Published
March 6, 2020
Location
Chelmsford Essex
Salary
£50,000 - £55,000

Description

A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a small, highly professional IFA business in Chelmsford Essex. You will provide technical support to the adviser on a one-on-one basis as well as dealing with any communications from clients whether in writing or by telephone.

Carrying out technical research in preparation for client meetings as well as carrying out research to identify suitable solutions to meet their needs. You will also be expected to draft recommendation reports/letters for review and sign off by the adviser.

The successful candidate will be an experienced Paraplanner who is confident in dealing with HNW clients and working with great attention to detail.

You will ideally be Diploma qualified and be working towards Chartered qualification although they are open on this.

If you are considering the next move in your career, get in touch to find out more about this and other roles we are working on.

Apply
Optional Cover Letter
Drop files here browse files ...

Related Jobs

Mortgage Consultant   London City new
April 2, 2020
April 1, 2020
Experienced Paraplanner   Chelmsford - Essex, United Kingdom new
March 31, 2020
Experienced Paraplanner   Central London new
March 30, 2020
Chartered Financial Planner   Home based - clients in London and South-East England new
March 30, 2020
Are you sure you want to delete this file?
/