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Recruit Wealth Ltd
,
London, Greater London
Paraplanner
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Job Type: Full-time |
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Salary: £39,000 per annum |
Overview
Recruit Wealth are delighted to be representing a highly respected and award winning Financial Planning and Wealth Management organisation who are now seeking an experienced Paraplanner. Based in modern offices this renowned and boutique company are very keen to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to their personal wealth. Your role will be to conduct detailed research and reports of the client’s current situation in the short, medium and long term relating to their pensions and investments. You will be able to explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners. The successful applicant will ideally be Diploma status already and have ambitions of studying further towards Chartered status to uphold the standards of the business. You will have in depth knowledge of Pensions, Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a prestigious, modern and forward thinking firm. A very generous salary and company benefits are all available within this role as is an excellent, friendly working environment. Please apply for an immediate response.