Job vacancy - Paraplanner
Position: Paraplanner
Reference: acsBCpara
Location: Worthing
Salary: £30,000 - £35,000 per annum
Job Title: Paraplanner
Do you have excellent organisational skills? Do you have the ability to work on own initiative and plan own workload? Do you have a thorough understanding of all compliance regulations? This is a fantastic opportunity to join a highly experienced team of people and company.
We are currently recruiting for a Paraplanner to join a FCA regulated MHA Wealth Management team. The Paraplanner position is a new appointment due to the growth of the Firm and will focus on providing high-quality financial planning and investment management service.
As a Paraplanner, you will be responsible for:
- Preparing and maintaining client files
- Preparing and implementing recommendations
- Ensuring all compliance paperwork is present
- Due diligence associated to the investment committee
- Assisting in providing technical support
- Coaching of team members
We're looking for:
- Excellent organisational skills
- Ability to work on own initiative and plan own workload
- Thorough understanding of all compliance regulations
- Good decision-making skills
- Use initiative based on the findings of their research
- Level 4 Diploma qualified (or working towards with at least 4 exams taken)
ACS are recruiting for a Paraplanner If you feel that you have the skills and experience required in this advertisement to be a Paraplanner please submit your CV including an outline of your experience as a Paraplanner It is always a good idea to include a covering letter outlining your experience as a Paraplanner with your application as this will enhance your chances of selection and improve your prospects of landing the Paraplanner role you desire.