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MB Fitzgerald
,
London, Greater London
Senior Paraplanner - Private Bank
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
The highly regarded private client Financial Planning arm of a prestigious Private Bank are currently looking to hire a Paraplanner for their London office. The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their Financial Planning offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function. You will be responsible for Researching Funds and writing bespoke suitability reports for Financial Advisers. You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of Pensions, Inheritance Tax including Estate Planning and Trusts and Financial Protection. Experience of working in a fee-based Financial Planning environment is essential. Candidates should have attained the Diploma Financial Planning as a minimum and ideally will be studying towards Level 6, though full support with further exams will be provided. An industry leading salary and benefits package will be provided to the successful candidate. This is a fantastic career move to a company you can be proud to be a part of.