Our London based client is looking for an experienced Paraplanner to work with the Director to provide a professional, efficient and compliant support to clients.
The successful candidate will have direct client contact experience as the role will entail a high level of client interaction. An understanding of holistic financial planning and will value long term client relationships based on mutual trust and respect is also essential.
A comprehensive understanding of the financial services industry and its products is required, with particular focus on Equity ISA’s, Unit Trusts, Investment Bonds, Protection and Personal/Company Pensions/Pension Drawdown, as you will be expected to draft suitability reports.
The role will suit someone who is pro-active, has attention to detail, is an excellent communicator and can work well within a driven and fast paced environment. If you have the ambition, quality and dynamism required, this is an exciting opportunity for a long term role.
Please contact Steve Smith if you require any additional information about this role.