Paraplanner

Recruiter
BWD Search & Selection
Location
Leeds
Salary
25000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time
Paraplanner
Leeds
£25,000p/a - £30,000p/a

This is an opportunity that comes about rarely in our industry: a role that will have you working closely with High Net Worth Clients with portfolios that range from £250k to £20m. You will need to have the necessary drive to work on a vast array of complex cases that will both expand your knowledge and give your career that boost that you have been waiting for.

You will work alongside a team of Financial Planners as part of a close-knit team, offering the highest level of holistic advice nationwide. SIPPs, Retirement Planning, IHT and Investments are just some of their areas of expertise.

As a member of such a small team, where every individual is a cog in a well-oiled machine, your voice will be heard. Your input will be valued.

To be considered for this position you will:

·         Have a strong knowledge of Inheritance Tax Planning.
·         Have detailed knowledge of Pensions (with emphasis on SIPPs)
·         Be Diploma-qualified or at least working towards this status
·         Have experience in drafting and producing report cases to HNW/UHNW clients
·         Undertaking thorough analysis and research to then propose solutions to clients

If you'd like to find out more about the role, as well as the client, send an email over to apply.a33wmm30n8@bwd-search.aptrack.co, or give me a call directly on .