Paraplanner

Negotiable

London

posted 27 Sep 24

Apply now

Paraplanner

Negotiable

Apply now

About this role

Paraplanner
London
Competitive salary + market leading benefits package, bonus, flexible working

Award winning Financial Planning organisation in London are hiring offering a mix of office and home working.


Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.

The successful candidate will:

* Level 4 qualified.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.

The main responsibilities within the role include providing accurate and compliant reports across IHT, Investments, and Pension products and you will work closely with the IFA and also be key to maintaining and developing long standing relationships with Private Wealth clients.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

  • Contract Type

    Permanent

  • Specialism

    Accountancy & Finance

  • Working pattern

    Full Time

  • Job ref

    123457

  • Expiry date

    27 October 2024

Apply now

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