Overview

   A well-established firm of Wealth Managers that has been providing professional and regulated advice for the past 15 years requires a fully FPC ideally working towards the Diploma qualification individual to work with the busy 2 senior partners offering full administration support, including the generating of reason why letters and suitability letters.

Main Duties

An extremely rare opportunity has arisen for a fully qualified Financial Planning Certificate (FPC) or equivalent (CeFA or CF qualified) to join our client who is a well-established firm of wealth managers that has been providing regulated financial advice for over 15 years.

Working alongside the companies 2 senior partners you will be required to offer full administrative support to the advisers, including researching suitable products for the clients, generating suitable products for the clients, generating “reason why letters” and “suitability reports”. You will work closely with the two partners handling approx. 5 -10 cases per week. Your role will be to ensure that the 2 senior partners can spend their valuable time meeting clients.

Our clients offers advice in all aspects of personal financial planning covering Protection, Pensions, Savings and Investments, this client base currently stands at over 1000 clients.

 

Key Skills

Applications will only be considered from experienced Paraplanners or senior financial services administrators who are experienced in writing “Reason Why Letters” and “Suitability Reports”. Ideally you will have an excellent working knowledge of all aspects of Personal Financial Planning but with a leaning towards Pension and Pension Transfers.

Summary

This is an excellent opportunity for an experienced Paraplanner or Senior Financial Services administrator who possesses an excellent knowledge of the financial services industry. This role would suit an experienced IFA who is looking to move back into an administration role or a senior administrator/Paraplanner looking for a greater responsibility.

For more information please call Bryn on 0207 156 5008 or Register Now