Are you an experienced Paraplanner looking for looking for progression to Consultant in your next role in the Somerset area?
We are delighted to be working with this key employer in the locality, who provide high-quality advice to over 5000 local and national businesses and individuals. Their values motivate their people to help businesses and individuals achieve their objectives:
Creativity and innovative thinking allows them to explore solutions;
Excellence in team work and communication enables tailored solutions to be made;
Investment in training and development, creating opportunities to develop and progress; and a commitment to deliver results.
They have won an award in 2021 for being an “Outstanding Place to Work” in the South West.
As a Paraplanner/Client Review Consultant, you would be responsible for carrying out a lot of the background work required for their clients who are looking for support with their financial planning. Their Paraplanning team research, prepare and write a wide range of reports, providing support for their Consultants, and ensuring their clients receive the best service.
This role offers immediate progression potential, and we envisage you will also be having client contact in carrying out continual client reviews to increase the range of services taken up and to develop new opportunities. There is the opportunity to develop to a full time consultancy role.
Essential Skills and Attributes Required
Previous experience in a similar role
Dip PFS or equivalent and working towards Chartered Status
Strong communication skills and a focus on client care
The ability to build quality relationships with clients
A sound knowledge of investments, pensions, IHT planning and centralised investment propositions
Desirable Skills and Attributes
Previous experience of using Intelligent Office, and cashflow modelling software such as Voyant and Cashcalc
Experience of using research tools such as FE Analytics, & Selectapension
Senior Paraplanner, Somerset (BW-1636)