Experienced Paraplanner required.
An opportunity exists for a skilled and experienced Paraplanner. Your role is to work as part of a small dynamic team assisting our financial adviser.
An ability to work as a contributing member of a team is essential. We are looking for someone who takes ownership of tasks, has an eye for detail, is accountable and reliable.
We are a fee-for-service firm and are self licensed. We work with medical professionals and high net wealth individuals. We are based in Stones Corner.
When hiring, our major priority is getting the right person for the position. We place a high priority on company culture and the work environment. There is genuine opportunity to make this position your own.
Responsibilities will be wide and varied and will include: SOA's, ROA's, Project Management of client projects (eg project management and finalisation of Estate planning), portfolio review reports, projections, modelling, implementation of advice, maintaining client databases.
You recognise the nature of a small business; as such you will readily assist staff members and will complete a range of tasks (including those outside of your normal role) as the need arises.
Your primary role will be supporting our financial adviser. You will attend client meetings with our adviser and be responsible for recording, implementing and delivering on the advice. You will complete reports, modelling and compliance documents. You will do this with the support of our client service manager and administration team.