diploma qualified paraplanner

2 weeks ago

London Area, United Kingdom Financial Divisions Full time

DIPLOMA QUALIFIED PARAPLANNER

City of London

c £43/50k, exceptional benefits package, career opportunity and 2 days in the office

This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in the City of London, you will gain exposure to HNW technical cases working with Advisers providing expert financial advice to Private Clients, Corporates and Charities.

Opportunity Highlights

** Be responsible for providing research and advice to the Advisers including recommendation and strategy reports.

** Take pride in delivering high level, complex reports written specifically for each client to provide a consistent high level of service and expertise.

** Demonstrate the confidence to challenge the Adviser to ensure the recommendation is appropriate and considerate to the Client

** Collaborate with other Paraplanners and the Team Leader to share ideas and maintain best practice.

** This opportunity will suit a Level 4 Qualified Paraplanner who is actively working towards achieving Level 6 with an independent background.

** Strong communication skills, attention to detail and organisation/prioritisation skills are paramount.

** Perfect role for a positive, fair, and friendly service-orientated person who is also commercially minded and driven.

** Excellent starting package including a comprehensive list of benefits

If you would like to view the full Job spec, please contact Camilla Howden on

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