Paraplanner - Lisbon
- Job reference
- Lisbon, Portugal
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs / Other jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
Competitive salaried package and relocation expenses.
My client is a successful FCA registered financial planning and tax consultancy with very successful and established operations throughout Southern Europe. The company is looking for level 4 Paraplanner with experience in investment and retirement planning .
You will be office based working closely with the Advisers and their clients in that region. Not only an experienced paraplanner you should also have some client facing experience as you will be dealing with clients who are of long standing with the company.
You must be minimum diploma qualified and most likely working in the UK and committed to relocating on a permanent basis. Experience in the overseas market would be an advantage although not essential as training is provided. There is great opportunity with this company to progress to a Private Client Manager and manage your own clients.
Personality requirements and skills
CII Diploma level 4 or equivalent