Job Search

Advanced Search Search
Latest Jobs

Senior Paraplanner

SectorsAdministration, Administration Manager, IFA/Independent Adviser, Paraplanner, Wealth Manager
SalarySalary negotiable
LocationsBedfordshire, Berkshire, Buckinghamshire, East Sussex, Essex
Contract TypePermanent


Senior Paraplanner


Negotiable salary

We are currently assisting a well-established Financial Services Practice in London who is currently recruiting for a Senior Paraplanner. Our client primarily offers advice in the areas of pension planning, retirement income planning (including drawdown/phased retirement), IHT planning including trust arrangements and general investments and more esoteric investments including VCTs and EIS investments.

Candidate Specification:-

• Proven experience in a paraplanning role

• Head up a small team of paraplanners

• Have Level 4 Diploma and AF3 qualification or equivalent.

• Someone who can liaise with clients and providers confidently and articulately.

• Prepare client reviews and reports.

• Be able to prepare paperwork, factfinds and review information for client meetings.

Contact: david Sheddon on 07763 195 069 or email david@advanceyourcareer.com

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc


Email a friend   Print details   Back to results  Apply Now

Home   Job Search   Candidates   Client Enquiries   News   Contact   Sitemap   XML Sitemap
Copyright © 2009 - 2018 Advance All rights reserved Created by Zero One Design Ltd