Paraplanning Team Leader

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £50,000 per annum

Overview

Paraplanning Team Leader London £50 -55k I am recruiting for a well-established Wealth Management Firm based in the City who are looking for a Paraplanning Team Leader/Senior Paraplanner looking to step up into a Paraplanning Manager role for the future. You will be supporting the Principal Partner of the business who has a very well-established client base built on referrals and clients are made up of UHNW and HNW clients. You will be writing suitability reports across pensions, investments, protection, VCT’s and EIS’s. You will also be responsible for cash flow modelling using Voyant and sitting in on client meetings. This is an exciting opportunity for someone wishing to fast track their career in Paraplanning and enjoys working closely with an Adviser and playing a pivotal role with the Client’s Life Planning. They are a great Company to work for, professional and fun and have great team atmosphere. You must be Diploma qualified and looking to continue studying through to your Chartered Status. My client is based in the City, in stunning offices and looking to interview for the role ASAP. If this sounds like a step up the career ladder for you then please email your CV to Ursula Sloan at Financial Divisions

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