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Technical Assistant(Paraplanner)

Technical assistant paraplanner trainee studying level 4 diploma suitability reports

COMPANY Boutique Wealth management company based in the heart of the City, are looking to recruit an ambitious and proactive Technical Assistant.
ROLE The role of the Technical Assistant is to provide paraplanning, administrative and support to a practice partner and one adviser. The successful candidate will not necessarily be the finished article and will grow into the role with support and development. DUTIES

  • Produce client suitability reports and letters
  • Assist partner with preparation for meetings including agendas, review of client financial circumstances, plan information and identifying planning needs and opportunities, regular debriefs
  • Review and administer business pipeline to ensure relevant actions are taken
  • Client interaction both over the phone, via email and face to face meetings
  • Assist administration team with client queries, reports, valuations, fact finds
  • Previous experience of working in a financial wealth advisory/IFA environment
  • Currently studying towards Diploma level 4 industry qualification
  • Strong attention to detail
  • Ability to prioritise workload and manage own time effectively
  • Strong written and verbal communication skills
APPLICATION PROCESS If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job Type:
Banking & Financial Services
Financial Services
to £35,000+bonus+benefits
Apply Now

Talk to a Consultant

Talk to Gary Moran, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 0203 465 0148
For 50 years we've used our expertise to help people transform their careers.

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