City of London
To £50,000 Bonus Bens & Support
This leading provider of financial planning and investment services is seeking an experienced paraplanner to join their team in London.
The role involves close liaison with the financial planners and other internal stakeholders to understand client needs, research and devise solutions and draft effective reports and conclusions to ensure positive outcomes.
Specifically this includes:
Responsibility for creating and delivering high quality compliant advice
Highlighting and improving processes, managing workflow, ensuring best practice
Attending client meetings and interacting with clients
Delivering reports and advice to agreed deadlines
The role requires the ability to maintain working relationships, written and verbal communication, compliance understanding and analytical thinking.
To apply for this role you will need:
Recent paraplanning experience
Minimum level 4 Diploma or equivalent
Broad technical knowledge with an understanding of UK tax, pensions and estate planning
Comfortable working with HNW and UHNW clients.
Working in a dynamic financial planning environment the role offers a competitive salary bonus and benefits package coupled with support and training for personal development.
Apply to firstname.lastname@example.org
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