Paraplanner

Alderley Park Recruitment are currently recruiting a Paraplanner for our reputable Wealth Management Client based in Market Harborough. This is a permanent role, based on site and can pay a salary up to £40,000 DOE.
THE ROLE
Our client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses. We're looking for a paraplanner to become part of their dynamic, friendly team. The role will involve supporting the Business Owner and 2-3 other Wealth Managers.
The ideal candidate will be used to working in a fast-paced environment and will provide full technical support to the team in terms of meeting preparation and Suitability Letter report writing - essentially documenting the advice we give our clients. Our clientfully supports opportunities for progression and development in this role.
Daily responsibilities will be varied, but will include:
Preparing recommendations for clients alongside advisers and writing suitability reports
Experience with pension transfers, drawdown, inheritance tax planning
Answering client enquiries via telephone and email, resolving these in a professional and timely manner
Preparing cash flow reports using Voyant
Conducting detailed analysis of investments, assessing performance and cost using FE ...