Reference:
VAC-2206
Role:
Paraplanner, Paraplanning & Supporting Roles
Salary:
£45,000 to £50,000 Per Annum
Benefits:
Excellent backup and support and great earnings potential
Town/City:
London
Contract Type:
Salaried
Closing Date:
30/07/2024
Paraplanner role – London - £50K basic negotiable salary plus bonuses.
Our Client is a wealth management firm who provide holistic wealth management services to private and corporate clients. They are looking for an experienced well qualified Paraplanner to work with the top Advisers of the Company.
The Role
The role will be ideal for a very experienced Paraplanner who would like to work exclusivly with the Directors of the Company and the top Senior Advisers. It will involve normal standard duties such as research and report writing using the most efficient systems and processes. You need to have a good understanding of all areas of advice. Scheduling annual reviews and liasing with clients and sitting in on meetings. Collating client information and preparing recommendations, illustrations and client reports.
Experience
Our client is looking for a well qualified Paraplanner who has plenty of industry experience within the financial services and good strong technical knowledge.Their clients are high net worth clients looking for a very professional service and on-going advice.
Qualifications
Dipoma Level 4 qualified. If you are Chartered or well on your way to Charter status, then you be entitled to a higher salary!! Apply today. This is a great very rewarding opportunity for a 'top experienced' Paraplanner looking for a more senior responsible role in a great working environment in some very prestigious offices.
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