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CAREER PARAPLANNER (Client facing) - London-2 days in office after full training - c £45/50k+...

Job LocationLondon
EducationNot Mentioned
Salary£45,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

+ great benefits packageMy Client, a London based chartered independent financial planning firm, are very keen to meet an experienced Paraplanner who is looking to progress their long-term career within their Paraplanning team. This opportunity will offer you a great level of technicalexposure working within a highly competent and experienced team of professionals.Opportunity Highlights** Excellent technical exposure for a talented and ambitious Paraplanner** Support up to 2 high performing Financial Advisers with start to completion on technical cases.** Full involvement in producing financial planning and investment reports, analysing a client’s situation, suggesting next steps whilst identifying financial planning opportunities.** Attend Client meetings and build strong relationships.** Liaise with the investment team.** Responsible for providing suitability letters, cashflow forecasting, IHT planning, VCTs and EISs** Contribute ideas re process improvement.** Opportunity to be first point of contact for Clients re technical queries.** After training you will have the opportunity to work c 2 to 3 days in the office** CII Level 4 Diploma required with c 2 to 3 years Paraplanning exposureTo find out more please email Camilla Howden.

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CAREER PARAPLANNER (Client facing) - London-2 days in office after full training - c £45/50k+... Related Jobs

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