Paraplanner - #2169841
Financial Divisions
Date: 2 weeks ago
City: London
Salary:
£43,000
-
£45,000
/ year
Contract type: Full time
Paraplanner vacancy
City of London offices (Near Moorgate Tube Station)
Salary up to £45k plus bonus and benefits
2 days in the office per week after training and induction
- Seeking an experienced Paraplanner
- 18 - 24 months of paraplanning experience required
- Ideally level 4 diploma qualified or very close to completion
- Reporting into a dedicated Paraplanning Manager
- Chartered Independent wealth planning firm with offices across the UK
- I have met the Directors and placed 20+ members of staff with them
- They offer whole of market financial advice
- HNW retirees, accumulators, local families and SME owners
- Clients with assets ranging from £250k - £50m.
- Average client has £1.3m invested
- Pensions, investments, tax planning, cashflow modelling, retirement planning
- Some esoteric schemes such as VCT & EIS schemes.
- Very longstanding relations with accountancy and solicitor practices
Contact Peter at Financial Divisions for more information.
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