Paraplanner - London

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £40,000 per annum

Overview

Paraplanner £40 -50k London My client is looking for a Paraplanner to work with an award-winning Adviser, managing £85M for 120 families in a well-established client base. The paraplanning work will be varied and interesting with a need for easy-to-understand client letters, so free-thinking and free-writing paraplanners will have the time to produce good work. The adviser likes to work in a collaborative manner with the paraplanner so the role will be most attractive to a paraplanner who can communicate with the Adviser as they progress through cases. You must be level 4 diploma qualified and experience working across pensions, investments, IHT, estate planning and protection. You will be research products to support recommendations and write bespoke suitability reports. This is lovely, busy office and a great Company to work for. If this sounds like the challenge you are looking for in 2020, please do email your CV

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