Stansted
We are assisting a highly reputable and award winning Chartered Wealth Management firm with offices in London and surrounding areas. They provide effective investment management and financial planning for their clients
A position has arisen for a Client-facing Paraplanner to support the successful Financial Planners of the business. You will be involved in the advice process and the role will involve attending client meetings as well as preparing advice letters, recommendations and pension, income drawdown and investment reviews.
Benefits:
- You will have the opportunity to work in a supportive team, where you are treated as an adult
- A great office atmosphere
- WFH policy and flexibility for a better work/life balance
- Discretionary annual bonus
- 25 days’ holiday & birthday off
- Group Life Assurance scheme (4 x Salary)
- Group Income Protection scheme
- Support with professional qualifications
To be considered for this opportunity, candidates need to have:
- Level 4 Diploma qualified and well on the way to being Chartered if not so already
- Previous experience within a fast-paced IFA Practice
- Strong technical Pensions & Investment knowledge
- Ability to work well with others and to have a positive attitude
Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Technical Paraplanner, Para planner, Para-planner, Paraplanning, Report writer, Associate Financial Planner