Paraplanners / Assistant Financial Planners

Recruiter
James Associates
Location
London
Salary
30000.0000
Posted
12 Feb 2017
Closes
12 Mar 2017
Contract Type
Permanent
Hours
Full Time

Paraplanners / Assistant Financial Planners

London

£30-£50,000

A boutique financial planning practice offering high quality complex advice to HNW private clients, family wealth and trustees is seeking an individual with experience gained within financial planning or wealth management to join the team.

The roles and career progression can be broadly tailored to an individual’s strengths and experience, either in a more technical paraplanning or financial planning / advising route.

Successful candidates will be graduates and have a solid educational background, ideally with a numerical degree, as well as be comfortable communicating complex financial planning ideas to HNW professionals, entrepreneurs and executives.

Progress with Diploma in Regulated Financial Planning and commitment to further study, excellent communication and presentation skills and a determination to progress their career.

The roles will involve providing technical support in delivering financial advice, undertaking research and gathering data, drafting client reviews and reports and preparing for and attending client meetings

Key Words: Paraplanner, Financial Planner, Diploma, Graduate,