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Paraplanner - Wealth Management Firm

  • £30,000 - £37,000 per annum DOE

  • Ref

    JW-PAR1

  • Contact Name |James Woods

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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CONTACT US 0113 274 3000