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Paraplanner

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Michael Page 50000.00 British Pound . GBP Per annum

2021-12-03 12:42:49

Job location London, Greater London, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Our client are a growing Financial Planning firm based in Sutton. They deliver holistic financial planning to a wide range of clients including individuals, companies and trusts.
Their ethos is to develop individuals with talent and promote from within.
This is an excellent opportunity for a career Paraplanner or someone keen to develop into a Financial Planner over the next few years.

Job Description
As a Paraplanner, your role will include:

  • product research,
  • technical research,
  • writing advice reports,
  • assisting in recommendations,
  • creating financial plans, and
  • attending client meetings.
The Successful Applicant
The successful candidate will be intelligent, evidenced by a good education, already working Paraplanning role.
You must be numerate and articulate as written and spoken language skills are essential.
A keen eye for detail is also essential.
You should have good IT skills including a knowledge of Excel and Word and must be able to work independently and manage your workload to deadlines.
You should have completed or be close to completing Diploma in Financial Planning or an equivalent qualification.

What's on Offer
Salary £50,000 generous employee benefits, including pension, healthcare and life cover, exams paid for.

Contact
James Branwood

Quote job ref
JN-062680

Phone number

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