Paraplanner - Wealth Management Firm
£30,000 - £37,000 per annum DOE
The Wealth Planning division of a leading Investment House in Mayfair is looking to recruit a Paraplanner to their team.
Working on a one-to-one basis with a Chartered Financial Planner, you will provide technical and report writing support, with a focus on complex Pensions, Retirement and IHT Planning cases.
The ideal candidate will have at least 6 months experience in a similar role, will be looking to remain as a Paraplanner for the medium term, and will be very detail orientated.
Part Diploma (R01/3/4) is essential, full Diploma would be ideal.