Paraplanner - London
Salary to £45,000 plus bonus and benefits
Our Client is a nationwide wealth management advisory company who are looking for a level 4 qualified paraplanner to join their team in West London.
You could be a part of this exciting proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the company Investment philosophy.
You will be supported by a dynamic administration team enabling you to focus on your planner relationships and offer clients the experience they deserve from working with a growing UK wealth management company.
You will also receive a competitive salary and benefits package and bonuses
To be successful in this role you will need:
2+ year’s financial services experience
Must hold Diploma in Financial Planning (level 4).
Excellent inter-personnel skills
A drive to exceed expectations and deliver a high level of customer service
Paraplanner, senior paraplanner, IFA, report writing, suitability reports, pensions, investments, IHT planning, estate planning
Advance Search & Selection Ltd
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.