Location: Central London
Job Ref: FD / US
An award-winning Nationwide Wealth Management firm are experiencing extensive growth in their successful Wealth Management division and currently seek a Paraplanner to join their London office.
As Paraplanner you will work closely with a Top Billing Adviser, providing one on one support and working closely with HNW & Corporate clients. You will be responsible for producing suitability reports and having a strong understanding of products across the entire marketplace including pensions, investments, funds, trust, tax planning, estate planning and alternative investments. You will be responsible for research and recommendations and cash flow modelling.
As Paraplanner you will ideally be level 4 qualified and working or willing to work towards your chartered status and will have a strong background working within a wealth management or financial planning environment. This is a great opportunity to really underpin your technical knowledge and further develop your career. For immediate consideration please forward your CV to Ursula Sloan at Financial Divisions