Reference:
VAC-84
Sector:
Paraplanner & Supporting Roles
Salary:
£50,000 to £60,000 Per Annum
Benefits:
Full benefits plus bonuses
Town/City:
London
Contract Type:
Salaried
Paraplanner - Wealth Management Firm
London
Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses.
This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients, they are looking for an experienced paraplanner to join the team.
Responsibilities
Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
Conduct client reviews, research solutions and write reports making recommendations.
Deliver broad analysis of client tax positions, with commentary and recommendations.
Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.
Work as part of a collaborative office environment, making suggestions and recommendations.
Knowledge and experience
Good general knowledge of the products available in the wider market
Previous experience in a paraplanning role
Comfortable with investment and product research tools.
Accurate written work and excellent communication skills are essential.
Level 4 Qualification - CII Regulated Diploma in Financial Planning.
Our client offers an excellent opportunity for individuals looking to further develop their career. This role offers excellent opportunities to progress into full Financial Planning roles as well as take further qualifications
Contact David on 07763 195 069 or email david@advanceyourcareer.com
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