Due to continued success in delivering bespoke solutions to HNW Clients, this innovative and Award Winning Wealth Management firm are looking to recruit a skilled Paraplanner with strong Pension expertise to join their team in London.
Your role will be to work closely with accomplished Wealth Managers providing specialist guidance and insight into Retirement Planning. You will analyse the clients' circumstances and objectives and produce detailed research. You will have extensive client contact and be seen as a subject matter expert on Pensions and Pension Transfers. You will also incorporate wider financial planning considerations into your work and will have regular dealings in Investments, Estate Planning and Tax matters.
The successful applicant will be a skilled Paraplanner who is progressing towards Chartered Status having achieved success in specialist Pension papers. You will be highly articulate, degree qualified and well presented. You must be able to demonstrate dedication and the ability to manage a complex and diverse workload.
Our client is committed to personal and professional development and offer a bespoke career path and progression programme. This is an excellent opportunity to join a forward thinking and dynamic firm in London.
Paraplanner, Pensions, Pension Transfers, IFA, Wealth Management