Paraplanner - City of London

Oval Recruit
14 May 2017
13 Jun 2017
Contract Type
Full Time

Paraplanner - City of London

Salary: £47,000

A great upcoming paraplanning opportunity for a specialist wealth management company based in the Heart of the City of London. With office’s all over the UK, they are looking to expand their ever-growing team, searching for an experienced paraplanner who is highly ambitious and career driven.

The specifics of the role include -

• Prepare and Write Suitability reports and letters

• Carry out research for information and analysis of client financial arrangements

• Communicate with team members to keep client information up to date

• Maintain the relationship between cliental and the company

• General product and solutions research

• Ensuring accurate solutions are given to clients

In return, the company offer:

- Salary up to £47,000 depending on experience ?

- Discretionary annual bonus ?

- Contributory pension scheme ?

- Private Medical Insurance ?

- 4 x Death in Service Life cover ?

- Permanent Health Insurance ?

- Interest free season ticket loan

To apply for this position, you should have worked within an advisory firm and have paraplanning experience. You should have an excellent telephone manor. The ideal candidate will have the desire to progress within the role completing further studies to work towards Chartered Status in Financial Planning, if not already obtained, and potentially become an Advisor.

For a full Job Description please contact Megan Hines