Paraplanner – London

recruitukltd Salary: Circa £34,000 dependent on experience and qualifications

We are representing a boutique Wealth, Tax and Accountancy practice based near to Moorgate in London.  Their busy and vibrant office offers professionals from different sectors to work in collaboration to provide the best possible service to personal and business clients who require wealth management and tax planning.

 

Their wealth management team is seeking a paraplanner to join them.  Paraplanners are required to assist with the research and recommendation stage of advice, report writing and suitability as well as review to ensure that clients receive the best possible solutions to their financial needs.

 

The team seek an individual who is a team player and has experience of report writing.  The ideal candidate will be diploma qualified, however, they will consider someone with good report writing experience who is working towards achieving the Level 4 diploma in financial advice.

 

As part of a much larger organisation, the team has access to excellent training facilities, product research and technical assistance from a remote helpdesk and a development programme designed to improve all employees knowledge.

 

The firm is also able to offer, alongside a competitive salary, excellent employee benefits.

 

If you would like to join a progressive company with an ability to offer long term career opportunities, then please contact Louise Sheppard @ Recruit UK on 0117-9450-450. Quote reference 11846

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