Position Overview
Wealth Management Executive/Paraplanner - Berkswell
We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.
Responsibilities:
Support clients/advisers by researching and analysing clients’ requirements.Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.Deal effectively with queries from clients and other parties through effective communication.Prepare client meeting files including any compliance required documentation.Help clients better understand the full potential of products.Provid...