Paraplanning

Recruiter
Anthony Alexandra
Location
North London, London
Salary
38000.0000
Posted
20 Jul 2017
Closes
19 Aug 2017
Contract Type
Permanent
Hours
Full Time

The Financial Planning team of an investment management company are seeking a Paraplanner to provide one to one support to a Financial Adviser. Our client is looking for an experienced Paraplanner to support the Financial Planners at their increasing, professional firm based in North London.

Paraplanning duties will include: -

  • Compiling reports
  • Fund and product research
  • Cashflow modelling
  • Financial and investment reviews
  • Detailed technical meeting preparation of client files and preparing meetings

Skills & Requirements: -

  • Level 4 Diploma in Financial Planning desirable
  • 2 years’ experience in an IFA or financial planning environment
  • Demonstrate a firm understanding of the financial planning environment
  • Strong organisation and time management skills
  • Excellent report writing and verbal/numerical skills

Benefits:

A competitive salary from £38,000 to £40,000 per annum.

Benefits package will also be provided to all members of staff.