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Paraplanner - Hybrid/flexible Working

4 months ago

Uxbridge Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.
Provide an effective and efficient support service to the department and dedicated financial planners.
* Technical work such as cash flow modelling, and pension analysis
* Using back office technology to guarantee complete and accurate client records
At least 6 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role)
* Hybrid working after training period
* Potential to progress into a Financial Advisor in future