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Job LocationCity of London
EducationNot Mentioned
Salary£35,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Paraplanner - Wealth Management TeamWould you like to work for an award-winning financial services practice based in The City of LondonKeen to work in a modern, busy and fast paced environmentOverview:Our client is an award-winning financial services provider based in The City. Continued growth has let to an opening for a "career" Paraplanner, to join a team of experienced Independent Financial Advisors, supporting them with their in areas such as wealthplanning, pensions and tax planning.You will ensure high-worth investment transactions are carried out accurately, assisting with client management, and providing technical reports and information.This role would suit an individual who is highly motivated, professional, friendly with an enthusiastic and positive attitude who has excellent administrative and communication skills.Previously experience within an IFA Support or Paraplanning role essential.Experience required:

  • CII Level 4 (Diploma) qualified in Financial Planning - Part Qualified considered
  • Minimum 3 years experience in a paraplanning role
  • Utilise own initiative, ability to solve problems.
  • Technical experience in pensions, investments and tax planning
  • The ability to interpret complex planning into clear and concise reports
  • Understand and apply FCA suitability requirements
Salary Details:Up to £45K + Bonus + Benefits

Keyskills :
ParaplanningWealth Management

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