An excellent opportunity has arisen within our team for an experienced Paraplanner looking to take the next step in their career by moving into an advisory position.
The role will initially be focused on Paraplanning, attending client meetings and shadowing a Financial Planner with development leading to Advisory role.
This is an ideal opportunity for someone looking to progress within the financial services industry
For this role, we are looking for someone who is good decision maker, detailed and accurate, confident, has an ability to undertake detailed quantitative and qualitative research and organised with excellent interpersonal skills.
Duties will include:
- Preparing and maintaining Client files
- Shadowing Financial Planner
- Ensure sufficient client information obtained and analyse information gathered
- Consolidation of Clients needs and objects and undertake sufficient research to identify suitable solutions to meet the client’s needs and objectives.
- Prepare draft recommendation reports
Are you the right candidate? Apply with us today.
To apply, please email you CV to our HR Manager at hross@tmfp.co.uk