Senior Paraplanner / Analyst

Recruiter
Recruitment Connection
Location
London
Salary
40000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Senior Paraplanner / Analyst

London

To £50,000 + bens

My client is a successful IFA and wealth management business with offices in Central London. Supporting the Managing Director they are looking to recruit an experienced paraplanner to take responsibility for the analysis, production and implementation of the financial plans.

This will involve the technical aspects of preparing for client meetings including preparation and compiling of financial data and researching products to support recommendations. You will also assist with client presentations and with annual technical reviews of services and products.

Candidates need to be suitably qualified with the diploma in Financial Planning and J01 and AF3, or equivalent, and experience of providing paraplanning support in a fee based IFA environment. You should have a high level of technical knowledge covering investments, pensions and offshore bonds.

This is a unique opportunity to work for a very well respected, bespoke company that offers true career progression.

Ref: 4780