Paraplanner (Diploma Qualified)
we are working on behalf of a successful financial planning practice based in the City.
They are looking to be introduced to diploma qualified paraplanners due to organic growth.
They are client focused and have the belief that client satisfaction is top of their agenda. As a paraplanner in this business you will be client facing and a point of call for direct contact.
Day to day you will be working with one of the directors, who manages portfolios for HNW individuals. You will be responsible for report writing and research work for pension, investments, IHT and some protection cases.
They will be looking for a candidate who can demonstrate at least 2 years paraplanning experience, this will be current experience.
Diploma level 4 qualification is essential in line with RDR and FCA regulations.
The ideal candidate can be interviewed immediately:
1) 2 years current paraplanning experience (pension and investments)
2) Diploma level qualified (CII or IFS)