Salary package is negotiable up to c£45k dependent on experience.
An excellent opportunity has arisen to join a leading Wealth Management practice as a Paraplanner, based in their central London office. This role will see you providing high-quality professional and technical research and report writing for the Financial Consultants.
As part of the team you will work proactively with advisers, compliance and product providers to help design and deliver first class, client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.
As part of the team you will be working alongside consultants, product experts and technical advisers. Using the latest back office system, you will also assist the Adviser Support team to ensure client records are complete, up to date and accurate.
For an experienced Paraplanner this will be a great place to expand your skills while working alongside an experienced team that directly contribute to the delivery of holistic financial advice. For those looking to become a Paraplanner; you will be hard pressed to find a more supportive and forward-thinking environment to learn and progress your career.
Skills and experience
- Previous Paraplanning experience preferred
- Good knowledge of Pensions and Investment products
- Strong analytical and research skills
- Strong report writing and verbal /numerical skills
- Preference given to Diploma qualified candidates (or those working towards)
- Ability to speak French or another European language is a plus.
Advance Search & Selection Ltd
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.