Recruit UK

Senior Paraplanner – London

RecruitukLtd Salary: Up to £45k

Our client is one of the leading chartered wealth managers in London offering award winning whole of market, independent advice to a variety of clients.  Their ethical, team approach has seen them attract an enviable amount of funds under management during the last 16 years and they continue to grow, increasing the size of their advisory team and clients.

To keep on top of demand, one of their top performing advisers is seeking a senior paraplanner to assist with new business and ongoing client servicing.

The role is demanding and fast paced and will require someone who is able to work in a lively pro-active environment, with an ability to focus and provide effective support to both the adviser and their clients.

Main tasks will include, complex report writing, product research following advisers meetings, preparation of literature for client meetings, liaising with clients and product providers on a regular basis, analysing statistics, carrying out all task in line with compliance and FCA regulations and carrying out adhoc duties as required by the financial adviser.

This role would suit an ambitious paraplanner who has obtained their level 4 financial diploma and has the ability to hit the ground running and can demonstrate a wealth of initiative.

The team culture is young and focused, so this could be an ideal opportunity to join a real forward thinking company.

Salary on offer is c£45,000 and as this is an established London based firm, the successful applicant will also receive access to a list of benefits and incentives for hard work, including performance related bonuses.

Contact Louise Sheppard at Recruit UK for further information on this new paraplanner role. Please quote reference 2655 on applying.

 

 

 

 

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