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Paraplanner/Client Relationship Manager - Dartford, London, United Kingdom, DA1


Job Title:Paraplanner/Client Relationship Manager

Location: Dartford

Salary: Up to £50K Dependant on Qualifications and Experience

Pension + Bonus Up to 10K + Holiday + Flexible benefits + full study support

My client, an independent Wealth Management firm is looking for a highly experienced Paraplanner to join their well-established team.

They provide full financial planning advise and take pride in assisting their clients with a bespoke service. As a Paraplanner, you will be providing support directly to the Directors, you will be writing suitability reports across various products such as Pensions, IHT, Defined Benefits and Investments (ISA's, Bonds and GIA's). Alongside this, you will be expected to be completing ad hoc client relationship manager duties such as provide analysis, monitoring, and reporting, as required, in respect of investment valuation reports, diary and MI.

Whilst being provided with on the job training, this will also be a great opportunity for you for you to share your existing knowledge with the Junior Paraplanners team. My client is looking for a Paraplanner looking to enhance your career technical knowledge and progression within the business. They will offer full study support towards your DIPFA or Chartered exams.

As a prestigious firm they are looking to recruit this new member of staff as soon as possible so the opportunity will not be available for long. If you feel that this sounds like the next step up on the career ladder for you then please send your CV or call for a confidential chat

Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you.