Paraplanner

  • Location

    Amersham, Buckinghamshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £37000 per annum + bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2570_1598961946

  • Published:

    about 2 months ago

  • Expiry date:

    2020-10-01

  • Consultant:

    #

Our client is a market leading, global financial services organisation who provide a truly holistic financial planning service to their HNW and UHNW clients. Due to huge growth, and increased demand for their services, an exciting opportunity has arisen for an experienced Paraplanner to join their existing team and provide vital support to the firms Advisers. Applicants must be well versed in conducting in depth research and producing high quality and detailed reports for a HNW clientele. The successful candidate will ideally be qualified to QCF Level 4 Diploma in Financial Planning (or be close to it), although this is not essential as full training and support will be provided. It is essential, however, that all applicants have at least 2-3 years previous experience of working as a Paraplanner in an IFA or Wealth Management environment. In return you will be rewarded with an excellent salary and benefits package, along with the opportunity to progress your career within one of the leading names in Financial Services.