This is a great opportunity for an experienced Paraplanner with high standards to join a close knit team who work together and support each other to deliver the advice and guidance that their clients have come to expect.
You will work closely with Senior Consultants to aid them in formulating their investment advice for individual clients and SIPP funds. Your key responsibilities will be provision of high quality technical support. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date.
The company offers an attractive salary (depending on experience and qualifications), plus a range of benefits associated with a large employer including an attractive employer pension contribution.
We are able to offer a role to a more Senior Paraplanner with experience of managing Junior Paraplanners and administrators on a part time basis (21 to 25 hours per week) or a slightly less experienced Paraplanner on a full time basis.
- Demonstrate excellent time management skills, working to strict deadlines. At least 2 years"EURTM experience in a time-based fee charging environment would be an advantage.
- Demonstrate the ability to work without close supervision.
- Strong core IT skills, experience with Intelliflo, FE Analytics and cash flow software advantageous.
- Excellent verbal and written communication skills.
- A friendly and outgoing nature.
To be considered for this role, you need to be qualified to at least Diploma Level 4 with a minimum of 2 years"EURTM experience as an investment Paraplanner. Strong experience is essential and you must have the ability to work efficiently and independently in a small team environment.
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas "EUR" the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com
Willis Towers Watson is an equal opportunity employer
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