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London, Greater London, United Kingdom Nelson Scott Full timeJob Description Paraplanner Salary: to £ 42000 p.a. Location: , Type: PERM Ref: VR/05008 PARAPLANNER We are currently looking for an experienced Paraplanner with excellent communication skills and experience in writing complex financial planning reports on issues such as Inheritance Tax, Trusts, Pensions, Investments and...
Paraplanner
2 weeks ago
A highly reputable financial planning firm in Northwest London wants to add to its growing technical department by bringing in an experienced Paraplanner. For over 40 years, the firm has been building friendly, relaxed, and enduring relationships with London and Overseas clients.
The business requires a Level 4 diploma qualified (or close to) Paraplanner to undertake technical research, cashflow modeling, and writing bespoke suitability reports.
A big part of this role will see you working in the investment team dedicated to designing and implementing appropriate strategies that meet individuals' and trustees' requirements and risk profiles.
Benefits- Pension – 5% employee, 3% employer
- 23 days plus bank holidays and Christmas off
- Annual reviews
- 9 am – 5:30 pm (potential to be different, please enquire)
- Exam Support
- After 2 years, DIS cover
Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant paraplanning opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Seniority levelMid-Senior level
Employment typeFull-time
Job functionFinance and Sales
IndustriesStaffing and Recruiting
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