PARAPLANNER

Posted Yesterday by RSM Topjobs Ltd

Paraplanner - City, London

Overview:

An excellent opportunity for an experienced Paraplanner to join a prestigious Wealth Management firm in the City.

Due to expansion, this boutique Wealth Management firm currently have an opportunity for an experienced Paraplanner that has a proven background as Paraplanner from within Wealth Management/ IFA.

As Paraplanner you will be joining an ambitious, professional friendly office. Writing high quality suitability reports for high net worth clients, and providing a bespoke Wealth Management service.

Essential

  • Proven background as Paraplanner
  • Ideally have the Level 4 Diploma in Financial Advice.
  • Demonstrate a strong technical knowledge of all financial planning areas.
  • IT literate.

Suitable Applicants can Apply by sending over your updated CV & Contact details.

Required skills

  • Paraplanning
  • Wealth Management
  • Diploma Level 4
  • Paraplanner
  • Suitability reports

Application questions

Do you have a proven background as Paraplanner?
Do you have your Diploma Level 4?
Are you currently located in the UK and easily commutable to the role?

Reference: 36540613

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