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Paraplanner - Wealth Management Firm

  • Location

    London

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30,000 - £37,000 per annum DOE

  • Contact:

    James Woods

  • Contact email:

    james.woods@bwd-search.co.uk

  • Job ref:

    JW-PAR1

  • Published:

    3 months ago

  • Expiry date:

    2020-09-08

  • Consultant:

    #

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.