Paraplanner - Wealth Management Firm

Mayfair, London

£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.

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James Woods

Senior Client Director

James Woods has 17 years recruitment experience, the last 15 years spent within the financial services sector. He joined BWD in early 2008 to develop the firm’s coverage in the South. James' area of focus is the financial planning market in London and the South East. He specialises in recruiting mid-senior level client-facing wealth management professionals for Private Banks, Investment Houses, Wealth Managers and Professional Practices. He operates on both an engaged and contingency basis and is account manager for some of our most prestigious clients. He is without doubt one of the market leaders in the Financial Services recruitment sector and his ability to get the job done means he is well favoured by our clients and candidates. There are very few recruiters who can offer the same depth of knowledge, experience, network or level of professionalism as James.

Contact

01442 215 264

james.woods@bwd-search.co.uk

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Paraplanner - Wealth Management Firm

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Paraplanner - Wealth Management Firm