Paraplanner

 

Job Description

An excellent opportunity has arisen for a full-time experienced Paraplanner to start their career in Wealth working alongside a highly professional, fast paced, well-established and growing Wealth Management team.

The candidate will be working within a dedicated Paraplanning team supporting 16+ Financial Advisers by ensuring high-worth investment transactions are carried out accurately, assisting the advisers with client management, and providing advisers & clients with technical reports and information.

There is a lot of progression opportunities available given the rate that the company is growing. As part of a growing Paraplanning team, you will be providing vital paraplanning support to the Partner and a team of wealth Advisers, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports for client meetings, including provision of a high level of technical support.

Knowledge and experience:

· Previous paraplanning experience within an IFA or Wealth Management environment.

·CII Level 4 (Diploma) qualified in Financial Planning or working towards it or J09 qualified paraplanner.

· Familiar with all major research systems (e.g. Analytics, Voyantetc.);

Experience of the Pension Transfer market.

· Experience of the

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Consultant Details

Maz Matin

Maz Matin

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Consultant
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+44 207 199 6262

Job Summary

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London
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Permanent
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Ref ID: MM1343
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28/04/2022
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£35000 - £45000

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