Paraplanner - Exclusive to Taylor James - City of London, United Kingdom - Taylor James Professional Recruitment

Taylor James Professional Recruitment
Taylor James Professional Recruitment
Verified Company
City of London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Taylor James are partnered with one of London's most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.

Duties & responsibilities (not limited to)
:full client job spec available

  • Preparing both templated & bespoke suitability reports on a full range of financial planning issues including investment, pension, protection & tax planning
  • Assisting advisers with creating well researched financial plans
  • Cashflow forecasting
  • Establishing strong relationships with clients & attending client meetings when required

The Person:

  • Level 4 Diploma/ close to completion (
    essential)
  • Studying towards chartered (desirable)
  • Exposure to HNW cliental (desirable)
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong commercial and technical knowledge
  • Personable & professional


In return this opportunity offers a basic salary of c £55,000 (negotiable) + attractive bonus', full study support & a fantastic benefits package.


Home & flexible working offered.


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

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