Paraplanner

Posted 5 September by Recruit UK
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The client:

Recruit UK are supporting a Chartered IFA practice based in central London that provide financial planning and wealth management advice to private clients and companies. This is a young and dynamic company that have built the business of the back of building long term relationships, with a niche focus on advising clients new to financial planning.

Due to their success in the past 10 years this practice has achieved several industry recognised awards, and has exciting growth plans for the future.

The opportunity:

Due to business growth this practice are recruiting a Paraplanner to join a small back office support team that support several IFA’s with full paraplanning across Investments & Pensions. This position would suit an experienced Paraplanner that enjoys building long lasting relationships with clients.

Requested experience:

  • Previous experience within a regulated financial planning or wealth management environment
  • Experience providing full Paraplanning support to Financial Advisers
  • Knowledge of financial products and services across Investments & Pensions
  • Hold level 4 Diploma in Financial progression, or have progression towards this

Job synonyms:

Report Writer, Financial Planner, Financial Planning Technician, Adviser Support

Reference: 36035852

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