Experienced Paraplanner

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

Paraplanner

West End

£40,000 to £48,000 + bonus and benefits

My client is a fee-based international investment advisory firm specialising in ethical wealth management to HNW clients and institutions. They are looking to recruit a paraplanner to provide financial support to the adviser team. The company’s UK office is based in prestigious office in the West End.

Key responsibilities:

  • Provide the full paraplanning support to the advisers including a fact find, suitability analysis and report and provide ongoing service to existing clients.
  • Lead role to build the service and recruit others.

You should have

  • The diploma in Financial Planning with experience covering UCITS and mutual funds, ISA’s and SIPP products.
  • Should be familiar with the broad range of investment and retirement savings options.
  • History of building strong relationships , team player a self-starter with lots of enthusiasm and self-confidence.

They will provide full training and support. This is an exciting opportunity to work with a highly successful award winning proposition in the UK.

Ref: 4776