Paraplanner

  • Location

    Swanley, Kent

  • Sector:

    Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2890_1619098533

  • Published:

    19 days ago

  • Expiry date:

    2021-05-22

  • Consultant:

    Benjamin Holmes

Our client is an award winning Wealth Management firm based in Swanley who require a DipPFS qualified experienced Paraplanner to join their team. They have been established for over 20 years and provide a bespoke passive investment service to many HNW professional clients around London. You will be required to provide a comprehensive support service to the advisers and private clients. The overall aim being to provide a first class back office service which supports and compliments the companies unique client proposition.

Duties include: Submission and processing of new business, annual client reviews, SIPP drawdowns, researching available products, writing of suitability reports, updating clients personally.

You hold your Diploma in Financial Planning and have at least 3 years experience of working as a Paraplanner within a recognised IFA firm. You should be well presented and comfortable in dealing with clients from a HNW/UHNW background.

In return you will be paid a very competitive salary, excellent bonus, a generous benefits scheme and a clear career opportunity within an award winning firm.