|Salary:||£38000 - £45000 per annum, Benefits: 10% Pensions Scheme. Plus Annual Bonus|
|Contact Name:||Joel Dixon|
|Job Published:||January 26, 2017 15:18|
Full Pension Scheme at 10% contribution
25 Days excluding Bank Holidays
Private medical insurance
Annual Bonus to be earned
Are you interested in working for a leading market Wealth Management firm based in Central London?
The client provides Investment Management and Financial Planning Services to HNW Private Clients, Charities and Trusts. The Financial Planning team consists of around 25 advisers nationally and offers holistic, independent fee-based advice with a focus on area such as SIPPs, retirement planning, offshore bonds and IHT planning.
The role will be working directly alongside a Chartered Financial Planner, sitting within a team of 100 Investment Managers and 6 Financial Planners. It will require you to support the Financial Planner who has clients with portfolios ranging from £1-20million usually, ensuring you have excellent attention to detail and a proven record of writing quality client reports and detailed suitability letters on behalf of prestigious clients. This Paraplanner role is ideal for someone with:
· Strong knowledge of Inheritance Tax planning
· Detailed knowledge of Pensions with a strong emphasis on SIPP
· Excellent communication skills both written and verbal
· Experience of report writing and research
The client is looking for a professional, articulate and quality individual to come into the team and add value from day one. The successful candidate will ideally be Diploma Level 4 qualified with strong knowledge of Pensions, with an emphasis on SIPPs.
If this sounds of interest in applying, please apply as appropriate or call Joel Dixon 0113 426 0783.
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