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Paraplanner - Central London

Paraplanner - Central London

Salary dependent on experience and qualifications

The Company:

Our client's business is involved with dealing with the high net worth (HNW) market independent wealth management.
From tailored investments to insurance solutions, mortgage services to estate planning, asset management to tax advice, their highly qualified private client teams assist their client's in achieving their fundamental financial objectives.
Their adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives.

Some teams specialise in working with business owners, others with senior corporate executives and professionals in sectors such as investment banking, consultancy, partners in the big four accountancy firms or major law firms, barristers etc.
Several work with more complex wealthy families, including an increasing number who are non UK resident and domiciled.

The Role:

The successful Paraplanner would ideally be someone looking to improve their paraplanner skills, and available to start asap.
They were formed and pooled together to from the best aspects of the financial world, with a first class approach to Financial Planning, Investment Management and Tax Planning.

They are in need of a Paraplanner that has the experience to get heavily involved research for clients.
To be considered for the role you will have 1+ years' experience as a Paraplanner in an IFA firm.

If you have skills in detailed report writing as well as the skills to research protection, pension and investment products then please do apply.



Key Requirements and Skills:

Thorough knowledge of product research and analytical tools
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
An understanding of FCA regulations and guidelines relating to financial services clients
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