Career Paraplanner/Team Leader

Recruiter
Financial Divisions
Location
London, UK
Salary
Competitive
Posted
17 Aug 2019
Closes
09 Sep 2019
Ref
1222760250
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is looking for a diploma qualified Career Paraplanner to join their team based in London. They provide fill holistic advice to UHNW clients.

The role is that of a full Technical Paraplanner, working closely with the Advisers and producing full suitability reports across pensions, investments and protection. They also required you to have experience with cash flow modelling.

Looking for someone with excellent research skills, perhaps you have sat on Investment Committee and would like to take ownership of shaping and driving forward the central investment proposition. You will also attend meetings with the Adviser and be the main point of contact for the client.

The role is likely to progress you through to Management.

Ideally you will be working towards your Chartered Status, full study support will be provided. You will enjoy the research and technical side of Paraplanning within Wealth Management. The team are professional and dynamic with shared goals of providing an excellent client service.

You must be diploma qualified and have Paraplanning experience within Wealth Management. Excellent communication skills and attention to detail. This is a great opportunity if you are looking for a new position that can progress your experience and career further.

Career Paraplanner/Team Leader

London

£45-60k

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