Paraplanner
other jobs Advance Search
Added before 7 Days
- England,London,City of London
- full-time, full-time
- £50,000 - £60,000 per annum, inc benefits
Job Description:
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, they 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 market
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.
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, they 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 market
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.
Job number 1578212
metapel
Company Details:
Advance Search
Company size: 1–4 employees
Industry: Financial Services
Advance Search & Selection Ltd has been established for over 20 years, we are an innovative provider of recruitment solutions to the Financial Service...