Private Bank, Paraplanner, FS department

Posted 24 April by Astral Recruitment

Our client is one of the leading HNW Private Banks in the world and they are currently looking for an experienced paraplanner to support their Financial Advisers within the regulated FS division

Salary: £30940 - £36400 + 25% benefits and bonus package

The Requirements

  • You'll provide financial planning technical support to our advisers, their assistants and our clients
  • In this unique opportunity, you'll be able to develop your financial planning skills as part of a fast-paced team as you provide thought leadership
  • As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers
  • Ensure all aspects of the administration process are delivered in accordance with agreed procedures and controls

A strong level of technical knowledge is required, you must be qualified to QCF level 4 under RDR in financial services.

Ideally, you'll have experience dealing with clients’ requirements in relation to suitability, and you’ll have a broad general knowledge of the financial services environment and financial services products.

For more details please contact Jason Webber at Verridian

Required skills

  • Financial Planning
  • Financial Services
  • ifa
  • paraplanning
  • paraplanner

Application questions

Do you have Level 4 Dip?
Are you an experienced Paraplanner?

Reference: 34456585

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