£48k plus excellent benefits package
We are currently recruiting a Paraplanner for a boutique Wealth Management firm, based in Central London.
Due to a recent promotion, they are looking for a highly technical Paraplanner, to support one of the Senior Advisers in the firm. If you are looking for a role where you can add some real value and enjoy a high degree of autonomy, then read on. The Adviser is looking for an experienced Paraplanner, that is comfortable in a client facing role, as you will be attending all client meetings with them and acting as the first point of contact for the clients and providers. Post meetings, you will be expected to conduct detailed research on relevant products and present this back to the client with the Adviser. In addition you will assist with annual, half yearly and quarterly reviews and rebalance portfolios where appropriate. You will need to have gained a broad range of exposure to investments, pensions and protection, along with an up to date knowledge of taxation allowances.
The ideal candidate will be working towards their Chartered qualifications, although strong technical knowledge is more beneficial. As you will be acting as the right hand person to the Adviser, your input will be welcome and you will be expected to take a proactive approach to not only providing solutions to clients needs, but making relevant recommendations to the Adviser.
This is an excellent role for a Paraplanner that is looking for a fresh challenge in a highly successful and very profitable firm, that have a great supportive team culture and can offer a split home and office based role.