A new role now exists for a skilled Paraplanner to join an innovative Pension Consultancy firm based in the heart of London. Our client delivers specialist advice to HNW clients based across the UK covering their retirement options and associated financial planning requirements.
Your role will be to support the Advisors in delivering insight and analysis on clients current Pension arrangements and produce detailed reports outlining their retirement and income options. You will have extensive client contact and be involved in key decision making.
The successful applicant will be Diploma qualified with the desire to achieve Chartered Status. You will have in depth understanding of Pension, Investment and Tax planning with an understanding and experience of dealing with Pension Transfers. You must have strong written and verbal communication skills and be able to manage a diverse workload effectively.
This role will suit a Paraplanner who has become frustrated in their current role and seeks an opportunity within a vibrant and energetic firm committed to personal and professional development. You will receive full study support and have the opportunity to develop into a full client advisory role if desired
Paraplanner, Paraplanning, Financial Services, Wealth Management, Pensions