Our client, the well established Arm of a leading and national Chartered Accountancy practise now require an experienced Paraplanner to support consultants providing financial planning advice across investment management, life insurance, corporate pensions and tax planning for an extremely High Net Worth client portfolio. Working within an experienced Paraplanner team, you will be assisted by a team of administrators in providing technical advice to several HNW Advisors. The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings. To be considered for this role you will be a motivated Paraplanner with a strong knowledge of the pensions market. Candidates should be Diploma Qualified or studying towards, although experienced Paraplanners without this qualification will be considered. Any previous or existing experience and knowledge within the pensions market will be extremely advantageous. An excellent opportunity to work within a forward thinking and well respected establishment.
This job was originally posted as www.totaljobs.com/job/76690631