Assistant Wealth Planner

Nelson Scott Recruitment
£35,000 to £45,000
16 Oct 2016
15 Nov 2016
Contract Type
Leading Regional Investment and Wealth Management group are looking for an Assistant Wealth Planner, who wants to become a Wealth Planner and building the wealth planning business within existing branches and business units.

UK RDR Level 4 qualified i.e. DipPFS and clearly wants to do further qualifications and really want to be a planner in the future and are interested in the business development element of the role that is naturally required to be a successful financial planner.
· Minimum of 2 years' experience in the role of a paraplanner i.e. writing reports from scratch not templates etc.
· Ensure product research is kept up to date.
· Production of wealth planning reports within agreed timescales.
· Obtain and prepare paperwork required to implement recommended financial planning solutions.
· Attend client meetings with Wealth Planners.
· Develop client relationships in conjunction with wealth planners.
· Maintain accurate electronic/paper based client file records.
· Deal with all forms of client communications for the Wealth Planners
Build technical knowledge.
Work with planners and brokers to identify wealth planning opportunities to meet client needs.

Systems - Intelliflo, IRESS, Voyant, Plum software etc - They need to be using planning software in their current role