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Accountancy Divisions
,
London, Greater London
Paraplanner - Multi-award winning Chartered Boutique IFA
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Paraplanner - Multi-award winning Chartered Boutique IFA West London £35,000 - £45,000 Tired of commuting to central London? I am currently representing a boutique multi award winning independent and Chartered Wealth Management firm. All their financial planning team are all members of the Resolution network, this means members follow a Code of Practice that promotes a constructive approach to family issues. Providing financial planning advice, they have been going for over two decades. The firm employs provides financial planning, wealth structuring and investment advice to high net worth individuals. They have just received to go ahead to hire a new Paraplanner. As a Paraplanner, you will be Providing support to the two Partners in the business directly. Your duties will include; Cash flow modelling, producing suitability reports and having close contact with the clientele developing relationships. You will have strong experience in the market Paraplanning across various products such as Pensions, pension transfers, Investments and Protection. The suitable individual will have 2 years Paraplanning experience alongside studying towards the Diploma in financial planning