Junior Paraplaner

Nelson Scott
09 Feb 2017
09 Mar 2017
Contract Type
Full Time

This investment group is an independent and international provider of insurance, professional and investment services and is a leading investment and wealth manager for private and institutional clients.
We are looking for an ambitions and dedicated individual who is committed to a career in financial services. They will be exam focused having already started or maybe even completed the Diploma in (Regulated) Financial Planning. They will have had a year or more work experience in a financial service role and are now looking to undertake the next step in their career within a wealth management business.
The Junior Paraplanner will support the Private Client Partners and Consultants in carrying out high quality research on a full range of financial planning products and services, adhering to the processes and compliance framework. This includes: cash management, investment management, tax efficient investment strategies, retirement planning, and inheritance tax planning.
Educated to at least A Level (or equivalent)
Studying towards Diploma in (Regulated) Financial Planning, with evidence of progress; or Achieved Diploma in (Regulated) Financial Planning
At least 12 months experience working in a financial planning firm - essential