Paraplanner, based in London, competitive basic salary, excellent benefits package
My client, a national Wealth Management organisation which has an office in the city centre of Leeds is looking for a Paraplanner to join their organisation.
They deal only with high net worth or more often ultra high net worth Private clients and as such exemplary service and first class financial advice are the benchmark of this organisation.
The successful applicant will ideally be CII Diploma qualified (or above) and you will be given full support to obtain your qualifications up to Chartered level.
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. In return you will work in an exciting and fast paced environment and receive a market leading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
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