Due to continued success and growth in their client portfolio, this leading Wealth Management firm based in the heart of London are looking top recruit a skilled and knowledgeable Paraplanner to focus on their Pension and Investment planning operations.
Your role will be to work with the Advisory team and Directors delivering tailored Financial Planning advice to a range of HNW individuals who are approaching or at retirement. You will provide details analysis of their current situation and insight and guidance on their financial options. You will cover new and ongoing business including annual reviews and keep the clients updated on developments. You will produce bespoke Suitability Reports which give clear and focused guidance and information so that the clients have the necessary information to make an informed choice.
Applications are invited from skilled Paraplanners who can demonstrate strong technical knowledge across Pensions, Investments and Estate Planning. You will be qualified to Diploma level with further exam success preferred. Experience of specialist pension advice including DB and DC Transfers, SIPP and Drawdown would be beneficial.
This is an excellent opportunity to join an ambitious firm who focus on first class client outcomes and professional development for all of their staff.
Paraplanner, IFA, Wealth Management, Paraplanning, Pensions, Investments