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| Job Location | Central London |
| Education | Not Mentioned |
| Salary | ?45,000 - ?52,000 per annum, negotiable, inc benef |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Experienced Paraplanner required for chartered wealth management firm based in London. Chartered firm with, friendly and welcoming team. You will support the Financial Planner in research and analysis to meet client objectives, prepare client reviews, financial plans and suitability reports. You will also assist the Financial Planner with client presentations.We are looking for someone who is engaging, with outstanding communications skills both written and face to face, you must be able to build and maintain client and employee relations with ease and hold level four diploma in financial planning, ideally working towards chartered status.In return you will be awareded a very competative salary and benefits package working in beautiful offices. This firm welcome people who can think laterally and be able to challenge current standards and find new ways to improve quality of advice.For ruther information please email your CV to Vicky at PB Recruitment for further information Required skills
Keyskills :
Paraplanning Wealth Management IFA paraplanning paraplanner technical suppt para planner technical research DIPPFS level four