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Accountancy Divisions
,
London, Greater London
Paraplanner - London
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Job Title: Paraplanner Location: London Salary: £45,000K - £60,000K Generous Bonus Are you looking to expand your knowledge across international and UK clients? I have recently registered a new challenging Paraplanning role. My client is a highly regarded wealth management firm. Having doubled in size over the last couple of years a Paraplanning opportunity is working alongside one of the co-founders of the business has arisen. You must be able technically competent across various products such as pensions, pension transfers, investments, IHT, Estate planning. Working in a pod system, you are not just a Paraplanner but are a key aspect of the business as you will have direct contact with clients and a highly collaborative working environment. If you are looking to work in the heart of the City and expand your knowledge with one of the best in the business, then this may be the right opportunity. With direct mentoring, this could be a key turning point in your career in either becoming a financial adviser or a senior Paraplanner. Please see below a list of various Paraplanning duties you will be expected to complete: Bespoke Suitability Reports. Cash Flow Modelling. Undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile. Rebalancing client investment portfolios. If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development then please do not hesitate to send your CV