Paraplanner, Paraplanning & Supporting Roles
£45,000 to £50,000 Per Annum
Competitive basic salary, holidays, pension and other flexible company benefits.
Paraplanner role – London - £50K basic salary plus bonuses.
Our Client is a wealth management firm who provide holistic wealth management services to private and corporate clients. They are looking for an experienced Paraplanner to work with the Senior Director of the Company.
The role will be ideal for a very experienced Paraplanner who would like to work exclusivly with the Directors of the Company. You will be part of a Paraplanning team based in London working in a very professional environment. It will involve normal standard duties such as research and report writing using the most efficient systems and processes. You need to have a good understandingof all areas of advice including being familiar with DB pensions and IHT planning. Scheduling annual reviews and liasing with clients and sitting in on meetings. Collating client information and preparing recommendations, illustrations and client reports.
Our client is looking for a well qualified Paraplanner who has plenty of industry experience within the financial services and good strong technical knowledge.Their clients are high net worth clients looking for a very professional service and on-going advice.
Dipoma Level 4 qualified.
Apply today. This is a great very rewarding opportunity for a 'top experienced' Paraplanner looking for a more senior responsible role in a great working environment in some very prestigious offices.