Paraplanner

Our client is a long-established and trusted Independent Financial Advisors, who are looking to recruit additional expertise into their business. We are therefore looking to recruit an experienced Paraplanner, who will support the IFA''s with all client work. We would also be open to hiring a Paraplanner who is looking to progress into becoming a fully qualified Advisor, and we would support that growth and development within the firm. This varied role would offer full exposure to the complete financial advice process, allowing you to manage your own client portfolio while supporting technical case management, financial planning and business processing. Either way, if you are an experienced Paraplanner and you would like to join a successful Wealth Management firm, then we would love to hear from you! Duties and Responsibilities (If progressing to Advisor) Generate business opportunities whilst developing lasting relationships with new and existing clients. Manage and develop an existing client portfolio, delivering a professional and personalised financial planning service. Build strong referral partnerships with accountants, solicitors and other professional introducers. Manage the end-to-end client journey, from technical case preparation and paraplanning through to business submission and ongoing client servicing. Prepare high-quality suitability reports and personalised financial planning recommendations using internal systems. Respond to client enquiries, produce ..... full job details .....