• Location:

    London, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Startdate:

    21/11/2018 17:08:42

Paraplanner based in London with a boutique Wealth Management company , competitive salary with good benefits.

Your key responsibilities will be

* Attending client meetings as and when required.
* Attend provider meetings as and when required.
* Receive and record clear instructions during debriefings from advisers following client meetings.
* Analysing data and using research tools to provide solutions to meet client needs and objectives.
* Providing records to support research undertaken.
* Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a compliant suitability letter.
* Preparing Cash Flow plans and creating what if plans for review and going through with adviser.

Ideally level 4 Diploma qualified.

Benefits Include

Pension contributions matched up to 5%
4 x death in service

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.