Paraplanner - London, United Kingdom - Recruit UK

Recruit UK
Recruit UK
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London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Job Title:
Paraplanner


Industry:
Financial Planning


Location:
London


Salary:
up to £55,000


Job Reference: 7220

Are you an experienced Paraplanner looking to work in one of the best companies in the country? Then look no further

Recruit UK are working with an exceptional firm located in London looking for a Paraplanner to join their team.


The award-winning firm is a financial planning firm that breaks the mould, ensuring they put the client at the centre of everything they do.

Not only are they a leading wealth management firm but have also been awarded one of the best companies to work for,and this is your opportunity to be part of it.


As a Paraplanner, you will deliver technical support to the Relationship Manager that will provide exceptional advice to HNW Clients.

You will also play a pivotal role in delivering exceptional service to these clients.


The role will include but not limited to:

  • Work alongside Relationship Manager and Tax Advisers
  • Produce financial plans
  • Complete and produce reports
  • Create technical reports and cash flow modelling

What is on offer?

  • Salary up to £55,000
  • No work dress code
  • No core hours
  • Promotes flexible working
  • Open holidays (no allowance)
  • Incredible development programme

Who would be suitable for this opportunity?

  • Experienced Paraplanner
  • Excellent understanding of Financial Planning
  • Experience working with HNW clients


  • Minimum qualifications

  • Level 4 Diploma, ideally Chartered
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