Paraplanner
We are looking for a talented Paraplanner to join a well-respected and successful wealth management practice. The successful applicant will be working on a hybrid basis with the chance to work 3 days from home.
You will be working in a busy team in support of our clients' wealth managers. You will have a strong technical ability and be adept at producing a high standard of work. Experience of more complex financial arrangements is desirable, such as EIS/VCT/BPR, bond withdrawal and surrender, and DB pension transfers.
Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.
Applicants must have a minimum of 4 years' paraplanning experience and have attained (or be close to attaining) the Level 4 Diploma. You will have had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail.
You must be a great team player with excellent IT skills, with good product knowledge. Ideal candidates will be proficient with Intelligent Office and paraplanning software.
Our client are offering a competitive salary and your career development and professional study will be fully supported.
Required skills
- IO
- Paraplanning
- Research
- Suitability
- Cashflow Analysis
Reference: 52091185
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'