Paraplanner Vacancy - City of London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

City of London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner Vacancy - Central London - Large IFA Firm - £40k - £45k - 2 days in office per week - full study support

My client, are a national wealth planning practice based in Central London who have been operating for over 25 years and they have been servicing HNW clients for that entire period and maintained a high level of client satisfaction.

The business managescirca £10bn of assets across all departments.

Due to organic growth and the highest billing advisers being busier than ever the Head of the London office is seeking a Paraplanner.

You will have been paraplanning for at least 2 years and have supported financial adviser drafting technical suitabilityreports in an independent financial advice business.

You will need to be well versed on pensions, investments, tax planning and retirement planning. If you have exposure to cashflow modelling or other areas of advice then this is welcomed. Ideally you willhave your level 4 diploma or be close to completion.
- £40k - £45k salary + bonus