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    Paraplanner (Pensions) - London, United Kingdom - Cooper White Group

    Cooper White Group
    Cooper White Group London, United Kingdom

    5 days ago

    Default job background
    Description

    Conducting analysis on the objectives and portfolios of new and prospective clientsPut 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.

    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.

    The client, a US-based specialist Investment Firm, is looking to expand its London office withqualified Paraplanners.
    For clients, the company prides themselves on providing top quality investment advice and a personalised service.
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