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Paraplanner – London - Camden Area, United Kingdom - Cooper White Group
Description
The job:
Conducting analysis on the objectives and portfolios of new and prospective clients
Put together specialised, tailored plans for clients with unique situations.
Write reports to assist in the regulated advice given to these clients in areas such as pension transfers, bonds, investment taxation and structure suitability.
Ensure compliance procedures are adhered to throughout.Progression to your chosen discipline is possible and you will receive training to become client-facing.
Requirements:
Bachelors degree or equivalent experience.
Must be level 4 qualified in any capacity (CII Diploma in Regulated Financial Planning preferred, but not a necessity).
At least 1 year of experience working as a Paraplanner with excellent knowledge of Financial Planning principles.
Compensation:
£60,000 base salary.
Two annual, discretionary bonuses.
A number of other benefits including pension, private healthcare, gym subsidy.
This is a mostly in-office position based in Canary Wharf with a "work from home bank" of 75 days per year.
Our client:
The client, a US-based specialist Investment Firm, is looking to expand its London office with
qualified Paraplanners.
The company can provide a welcoming and familial atmosphere where you can comfortably grow your career in your chosen direction.
The opportunities for progression are numerous, and this is a rare company where your goals are heard from the very first interview.
For clients, the company prides themselves on providing top quality investment advice and a personalised service.They work with recognised UK/European custodians and the founder of the company still plays a key role in the running and growing of the business, showing a truly dedicated approach.
If you are qualified and interested, please apply using your CV.
