This leading Independent Financial Advisory firm are keen to recruit a skilled and proactive Paraplanner with strong research and analytical skills to join the Central London office.
Working within the HNW Wealth Management team, you will deliver holistic Paraplanning support to two Consultants, producing detailed research and analysis to ensure that the advice delivered meets the highest standards. Your work will incorporate Pensions (Including Transfers and Drawdown), Tax and Investments (including Bonds, Equities, Fixed Income and Managed Funds). You will have extensive client contact and act as a key technical resource within the team.
The successful applicant will be able to demonstrate in depth technical knowledge allied to strong interpersonal and communication skills. You must be Diploma qualified and have in depth product knowledge of the areas of advice listed above and be keen to complete further qualifications to achieve Chartered Status. In return, you receive a competitive package and career development opportunities designed to reward and retain outstanding performers
This is an excellent opportunity to join a respected firm in Central London
Paraplanner, IFA, Wealth Management, Advice, Pensions, Investments, Tax, IHT