Paraplanners – West End

Paraplanners

West End

£negotiable, competitive salary + Benefits and bonus

Seeking two paraplanners for a specialist medium sized boutique wealth manager in the West end.Clients are generally HNW and the advice is focused on pensions and investments.

1-Established experienced paraplanner who is Diploma plus / progressing to Chartered status.Happy with client contact but not wanting to advise. Capable of pension calculations and comfortable constructing advice and putting reports together.

2-Diploma qualified and happy to continue study towards Chartered status. Less experienced but keen to progress their career.

Solid written and verbal interpersonal skills are required as is relevant technical exposure and a firm understanding of the financial planning process gained within a paraplanning / technical support capacity within a financial planning or wealth management firm.

The company will try to accommodate the requirements and career aspirations of candidates and are committed to support of personal development.

Apply to mail@jamesassociates.co.uk

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