Senior Paraplanner - Home based

  • Location

    London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £50000 - £60000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3790_1655889343

  • Published:

    11 days ago

  • Expiry date:

    2022-07-22

  • Consultant:

    Michael Groves

A long established, whole of market advisory practice based in Central London are currently seeking to recruit a Chartered Senior Paraplanner join their busy team - this role will be predominantly home based.

Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client needs, acting as the point of contact for all non-advice matters and technical queries. The successful candidate will work to ensure that the Financial Planners and the team achieve their objectives, delivering a high quality of service to clients. To be considered for this role, you must be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and protection related products and services - candidates must be qualified to Chartered level.

You will have working in a paraplanning role within an independent firm and have the ability to produce reports covering Pension, Investment, IHT and Protection arrangements. This is a challenging and rewarding role where you will work with high calibre individuals. You will receive a competitive package with a salary to £60,000 appx plus bonus and benefits.

An excellent opportunity to join a reputable and successful organisation offering a friendly, flexible working environment.