Reference:
VAC-48
Role:
Paraplanner, Paraplanning & Supporting Roles
Salary:
£55,000 to £60,000 Per Annum
Benefits:
Full benefits plus bonuses
Town/City:
London
Contract Type:
Salaried
Paraplanner - Wealth Management
London
Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses.
This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for an experienced paraplanner to join the team.
Responsibilities
Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
Conduct client reviews, research solutions and write reports making recommendations.
Deliver broad analysis of client tax positions and recommendations
Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.
Work as part of a collaborative office environment, making suggestions and recommendations.
Knowledge and experience
Good general knowledge of the products available in the wider marke
Previous experience in a paraplanning role
Comfortable with investment and pension products and research tools.
Level 4 Qualification - CII Regulated Diploma in Financial Planning.
The company offer an excellent opportunity for individuals looking to develop their career.
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