TECHNICAL PARAPLANNER, London-Accommodating WFH pattern, London-Accommodating WFH pattern, C58/60k - Financial Divisions : Job Details

Ideal opportunity for a career paraplanner

C58/60k with great list of benefits as listed below

Excellent opportunity for an experienced Diploma Qualified Paraplanner to join this growing and ambitious independent boutique wealth management firm in the centre of London.

Opportunity Highlights

** Business provides financial planning and investment management

**Work with private clients, their families, businesses, and charities

** Provide full paraplanning support to 4 high billing Advisers.

** Prepare recommendation reports, high quality research, portfolio valuations/reviews, manage business pipeline, liaise with admin team to ensure prompt submission of new business.

** Enjoy complex report writing and conducting whole-of-market product research.

**Cashflow modelling

** Support team is exceptionally efficient, effective with a strong team bond.

** Will suit an experienced CII Diploma Qualified career paraplanner looking to enhance their technical ability with c 3+ years solid end to end paraplanning skills

** Benefits include study support ,discretionary Bonus, excellent pension scheme, PMI, DIS, Season Ticket Loan, generous holidays, childcare vouchers.

To discuss this role in greater detail and register your interest please contact Camilla Howden on