Paraplanner

The Private Office

Bath, United Kingdom
Not specified; bonus: compyny discretionary bonus ...
On-site
Cii diploma in financial planning qualification
Experience in private wealth management sector
Comprehensive report writing proficiency
The Private Office is seeking a Paraplanner to join their team in Bath, UK, to provide high-quality support to financial advisers and executives. The role emphasizes client service, report writing, and compliance, with a focus on accuracy and effective communication

Job Summary

  • The role involves providing full support to Advisers and Financial Planning Executives by analyzing client circumstances and preparing recommendation reports.
  • Candidates must possess a CII Diploma in Financial Planning and have specific experience within the Private Wealth Management sector.
  • The company offers a comprehensive benefits package including a share scheme, discretionary bonus, private healthcare, and full support for professional qualifications.

Matching Summary

Match Score: 85

The Private Office is seeking a Paraplanner to join their team in Bath, UK, to provide high-quality support to financial advisers and executives. The role emphasizes client service, report writing, and compliance, with a focus on accuracy and effective communication.

Salary

Not specified; Bonus: Company discretionary bonus scheme; Benefits: Share scheme, pension, private healthcare, 24-26 holidays plus Christmas days

Skills & Requirements

Must-have

  • CII Diploma in Financial Planning qualification
  • Experience in Private Wealth Management sector
  • Comprehensive report writing proficiency
  • Client portfolio analysis and research skills
  • Regulatory compliance knowledge FCA

Nice-to-have

  • Experience with CURO or IRESS software
  • Strong interpersonal communication abilities
  • Self-motivated independent work style
  • Training and people development experience
  • Group Life and Pension Schemes background

Key Requirements

  • CII Diploma in Financial Planning required
  • Private Wealth Management experience essential
  • FCA regulatory knowledge mandatory

Work Rights

Not specified

Tailored Resume

Cover Letter