We are an award winning Financial Planning business based in Wimbledon. Currently we`re looking a new Para Planner on a full time basis.
Our goal is to save our clients the time and energy it takes to manage their financial affairs so that they are free to focus more closely on matters that mean the most to them. We`re focused on what we do. We have been in business over 25 years and boast a team of highly qualified and experienced specialists.
Key tasks for your new position will be to carry out research and technical information for client meetings along with preparing client reports and suitability letters. You will be assisting with creation/evolution of Model portfolios / member of our Investment Committee and looking at Compliance oversight / Client Files ensuring team complies with FCA and internal compliance procedures.
Your new work environment is situated 10mins from Wimbledon station so we offer a great location to be in for both meetings and recreation after work. We have a great team here of around 10 people so we`re friendly and looking for that suitable person to join.
We`re looking for an experienced Para Planner who can really hit the ground running with minimal time to get established in their new role.
You must have strong knowledge of investment and pension products and experience of using provider platforms.
We need you to have great interpersonal skills for interacting with clients and colleagues in a professional manner.
Ideally you will have experience with Intelligent Office Software.
A positive attitude is a must for this role.