Paraplanner

Posted 10 April by Advance Search & Selection Ltd Easy Apply Featured

Central London

Salary to £50k dependent on experience and qualification, full benefits and monthly bonus scheme.

An excellent opportunity has arisen to join a leading Wealth Management practice as a Paraplanner, based in their central London office. This role will see you providing high-quality professional and technical research and report writing for the Financial Consultants/ Directors.

The role

As part of the team you will work pro-actively with advisers, compliance dept and product providers to help design and deliver first class, client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.

For an experienced Paraplanner this will be a great place to expand your skills while working alongside an experienced team that directly contribute to the delivery of holistic financial advice.

Skills and experience

  • Previous Paraplanning experience
  • Good knowledge of Pensions and Investment products
  • Strong analytical and research skills
  • Strong report writing and verbal /numerical skills
  • Diploma qualified

For immediate consideration please forward your CV to David Sheddon at Advance Search & Selection Ltd.

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisers, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc

Required skills

  • Financial Services
  • Investment
  • Pensions
  • Technical Research
  • Wealth Management

Reference: 34230767

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