4 days left
- Full Time
I am representing a firm in Central London who are looking to strengthen their small yet successful advisory team with an experienced Paraplanner/Report Writer. This is a very high quality practice who have links to one of the largest Wealth management firms in the UK. They are renowned for providing comprehensive financial planning to a high net worth of clients from their prestigious offices on Pall Mall.
This role will see you supporting the director of the practice, providing support in report writing and client management. You will be regularly corresponding with compliance teams, so will have an understanding of UK regulations.
The individual they are looking to appoint will be experienced in Paraplanning and will be confident to deal with wealthy private clients, you will ideally be qualified to Level 4 Financial diploma and will have proven report writing skills, with experience of templates.
Personal attributes are important as this is a small team who require someone who shares their work ethos. Due to the quality of clients that this practice deal with, it is imperative that you have very clear and concise communication skills with a professional and well-presented manner.
Ideally we are looking for an individual who can hit the Ground running and who won’t require hand holding. Although this role is extremely busy and will develop your skills, there is no immediate route to progressing towards becoming an adviser, so this position would suit an individual who is fulfilled in being a career paraplanner and who is perhaps looking to move into a more family feel team that offers security.
A basic salary is on offer between £30,000 - £40,000 plus benefits and bonus dependent upon the individual.
If you feel you meet this criteria and would like to discuss this role in confidence, please contact Louise Sheppard at Recruit UK Ltd.