Paraplanner - Accountancy Practice

MB Fitzgerald
Richmond, Surrey
From £40,000 to £40,000 per annum Plus bonus + benefits
08 Apr 2017
08 May 2017
Contract Type
Full Time

Our client, the well established London based IFA Arm of a leading and national Chartered Accountancy practise now require an experienced Paraplanner to support consultants providing financial planning advice across investment management, life insurance, corporate pensions and tax planning for an extremely High Net Worth client portfolio.

As the sole Paraplanner, you will be assisted by a team of administrators in providing technical advice to several HNW Advisors.The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings.

To be considered for this role you will be a motivated Paraplanner with a strong knowledge of the pensions market. You will also be qualified to a Diploma level as a minimum. Any previous or existing experience and knowledge within the pensions market will be extremely advantageous.

An excellent opportunity to work within a forward thinking and well respected establishment.