Paraplanning Professional

6 days ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time

Role Overview

Nigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to join their team.

About the Company

The company is a leading provider of holistic financial advice to high net worth individuals, with a strong reputation for delivering exceptional service and a brilliant company culture.

Job Responsibilities

The successful candidate will provide true paraplanning support, including full research and report writing, to a team of Financial Planners. This will involve performing tasks such as pension switches, asset allocation, and trust work, with the support of experienced Administrators.

Requirements

To be considered for the role, the candidate will need to have at least 2 years of experience providing paraplanning support and be Diploma (Level 4) qualified. The ideal candidate will be able to work independently and as part of a team, with excellent communication and organizational skills.

What We Offer

The company offers a fantastic opportunity for career development and growth, with a strong focus on investing in people and providing a truly outstanding service to clients.



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