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Paraplanner - Private Bank

Posted 28 March by MB Fitzgerald Easy Apply Ended

The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Paraplanner to join their Guildford 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 although those within two exams may also be considered. 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.

Reference: 34182281

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