Our client is a multi-award-winning Investment Managers with a global presence, they are now seeking to recruit a Paraplanner to work within their Wealth Planning team in London.
The company provides a full UK and international wealth management offering through its wealth planning, investment management and banking services, together with trustee and corporate services to both business and private clients worldwide.
The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their Wealth offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function.
You will be responsible for Researching Funds and writing bespoke suitability reports for Financial Planners. You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of Pensions, Inheritance Tax including Estate Planning and Trusts and Financial Protection. Experience of working in a fee-based Financial Planning environment is essential.
Candidates should have attained the Diploma Financial Planning as a minimum and ideally will be studying towards Level 6, though full support with further exams will be provided. My client is happy to consider career PPs as well as individuals seeking to move into an advisory role (can progress in two years) or into a managerial role in the future - they can accommodate both.
My client can offer a friendly working environment where employee wellbeing is key, flexible working plus a highly competitive salary, very good bonus and comprehensive benefits including 10% pension.