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Paraplanner

  • Location

    London

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum, Benefits: Holidays, Pension, Bonus

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HS2212

  • Published:

    5 months ago

  • Duration:

    n/a

  • Expiry date:

    2019-07-01

  • Startdate:

    ASAP

  • Consultant:

    #

Paraplanner, London, Salary up to £50,000 or the equivalent of circa £250 per day 
 
Attractive opportunity, London, initial 3 month contract leading to a permanent role.

BWD are pleased to be working in partnership with a prestigious Wealth Management firm who have one of the best and most highly respected names in the Financial Services industry. 

Offices throughout the UK consisting of Portfolio Managers/Directors, providing discretionary portfolio management services, and Wealth Planning Directors, who focus on pensions, retirement planning, estate planning and tax structuring advice. 
Clients typically have portfolios of £3M-30M, some considerably more. 
They have a very collegiate, team approach, with the Portfolio Management and Wealth Planning teams working closely on clients. 

Are you an immediately available and experienced Paraplanner looking to step into a role within a truly outstanding company.
Are you looking to have the opportunity to offer a greater level of client contact?

Then this could be the ideal opportunity for you.

On a daily basis you will be:

• Assisting the office in managing clients’ planning needs and solutions
• Developing a relationship of trust with clients
• Attending client meetings in order to gain a broad understanding of the advisory process
• Strengthen client relationships and keep detailed meeting notes of key issues discussed
• Be responsible for the timely drafting of client advisory letters to be signed off by the relevant authorised individuals

In order to apply you will need to have:

Familiarity with the fund management, professional advisory, IFA or life company industry

• A minimum 3 ‘A’ levels or equivalent
• Minimum of Level 4 RDR compliant qualification but ideally Chartered Financial Planner level or working towards Chartered status 
• Experience of working within the financial services sector, ideally for a wealth management firm or financial advisory practice with HNW client base.

 
This is a fantastic opportunity with a quality Wealth Management firm, please call Helen Spriggs on 0113 4260775