Paraplanner - London

Advance Search & Selection Ltd
18 Mar 2017
17 Apr 2017
Contract Type
Full Time


West 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

Key words

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.