Wise May are looking for a Paraplanner to join a busy Financial Advisory firm in Bromley. This role is a great opportunity to support Financial Advisers in delivering accurate financial advice to their clients.
We are looking for a proactive, organised and analytical candidate who is adaptable and has the ability to work well under pressure to support the company in achieving the business goals and objectives.
This is a full time, permanent hybrid role (4 days in the office and 1 day WFH), with the working hours of 9am-5pm.
Paraplanner duties and responsibilities include:
- Supporting the Financial Advisers in verifying the compliance and suitability of recommendations.
- Provide an oversight to the Administrators when delegating the implementation of new business.
- Ensuring all client reviews and new business workflow is completed to a suitable standard and in a timely manner.
- Accurately prepare suitability reports and letters to target deadlines.
- Discuss client objectives with the clients Financial Adviser, identifying and obtaining necessary suitability checks.
- Ensure all client queries are appropriately investigated, and accurate responses given.
Paraplanner skills required:
Company Benefits:
- Designated parking in the local car park.
- Winter and summer social days.
- Company mobile phone.
- 25 days holiday + bank holidays.