Paraplanner for Boutique IFA Practice North London
Would you like the opportunity to work within an exciting environment where the type of clients that you will be dealing with are celebrities and members of the house of Lords
Do you have strong knowledge of Pensions, Investments and Protection products?
Have you been involved in report writing and have a working knowledge of Excel/Word,Financial Express Analytics,Iress/Intelliflo client management system,Cofunds and Standard Life Wrap - investment deals & client processing?
You must have in-depth experience in client report writing and have strong knowledge of Pensions, SIPPS and SASS and Estate Planning.
Our client is a Boutique IFA who specialise in dealing with HNW clients.
If you have the Level 4 diploma qualification and some of the experience above then we would like to hear from you.
Good basic salary on offer plus benefits and career progression.