Paraplanner to support Financial Advisers

Evans Hart is an well established Independent Financial Adviser with 12 qualified advisers. We seek experienced Paraplanners to support our advisers in delivering our advice service. Duties and responsibilities

• Updating Fact finding and Know Your Client information - assisting in gathering and updating client information
• Ability to to inter-act with clients and gain their trust in communications
• Analysing data and searching for client solutions
• Updating systems including Intelligent Office, spreadsheets, research systems
• Preparing reports to the client including regular reviews, and recommendations

• Working with financial advisers
• Good verbal communication and inter-action with clients and colleagues
• Ability to analyse data and produce clear conclusions and reports
• Knowlege and qualifications in financial products - pensions, ISAs, investment accounts
• Understanding of regulation and compliance

• Competitive salary and benefits
• Training and career development
• Flexible working and some working from home

• Fiendly and supportive company environment
• Encourage personal development and gaining new skills
• Team working and using technology to enhance working environment
• Focus on providing quality service to clients