(JL11) Paraplanner

London | £28,000.00 - 38,000.00 Per Annum

Our client is a family run business, established over 25 years ago, with the view of assisting clients who require specialist impartial advice on all aspects of their financial needs. Their team is exceptionally qualified with a range of experience from different backgrounds within the financial services industry.

In particular they feel that professional development is always key.

About the Job

You will be a key member of the team employed to support the advisers in delivering high quality financial advice.

You will be required to formulate recommendations independently on a case by case basis and prepare accurate and detailed suitability reports following appropriate technical research.

Qualifications & Requirements

The successful candidate will need to have completed the full CII Diploma in Financial planning (or have attained the equivalent) and have a minimum of 4-5 years’ experience of working as a competent Paraplanner.

You will have knowledge investments, pensions, offshore/onshore bonds, estate planning, taxation and asset allocations. You will be familiar with using cashflow modelling to illustrate potential advise scenarios and a high level of analytical capability and communication skills will be required.

You should have the ability to apply technical knowledge appropriately and be able and willing to fit in with the culture of the firm.

About the Ideal Candidate

Our client is looking for someone who is proactive that has a positive can-do attitude!

Salary Range & Benefits

A salary ranging from £28,000 - £38,000 pa with 25 days holiday, a pension scheme, and discretionary bonus is being offered.