Paraplanner

Job reference
10F494B2
Location
London, London, United Kingdom
Start date
To be arranged
Sector(s)
Investment jobs / Retirement jobs
Contract type(s)
Full time
Salary
£45,000-£55,000
Date posted
05/02/2018

Paraplanner

London

£45,000 - £55,000 dependent upon experience and ability + benefits

My client provides in-depth independent financial advice to high net worth individuals and business owners, as well as tailored employee benefit solutions to medium sized corporates.

Working as a paraplanner, you will be responsible for preparing for and attending all client meetings wherever possible. You will need to be able to gather and analyse detailed information from clients to then be able to construct a financial plan to address each client’s lifetime objectives.

The ideal candidate will have five plus years of experience in the Financial Industry in a paraplanning role, alongside knowledge of lifetime cashflow modelling (preferably with Voyant). You will also need to have broad knowledge of esoteric products, such as EIS investments, and a good knowledge of Income Tax and both DC and DB pension transfers. You must also be at least CII Diploma qualified or equivalent.  

Ref: 4887

Recruitment Connection
Company
Recruitment Connection
Website
http://www.recruitment-connection.co.uk
Phone
01372 237058