Location: Central London
Job Ref: FD / US
My client is looking for a diploma qualified Paraplanner to join their team based in London. They provide fill holistic advice to HNW clients. This is a very fast paced environment so you will need to work to tight deadlines and thrive in a highly energetic office.
The role is that of a full Paraplanner, working closely with the Advisers and producing full suitability reports across pensions, investments, tax planning and protection. You will also have experience with cash flow modelling.
There will be an opportunity to transition into an Adviser at some point in the future however not within the first 12 months. Alternatively, if you wish to remain on the research and technical side, this option remains.
Ideally you will be working towards your Chartered Status and enjoy the technical side of Paraplanning within Wealth Management. They are dynamic and sociable team and do lots of social events and offer fantastic benefits.
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 and would love to hear from you.