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Benefits package offering exceptional holidays, Life and Private medical insurance, generous pension scheme, amazing bonus, 2 days in the office
My Client is an award-winning London based independent Chartered Wealth Management firm offering a service to their Clients aligned with integrity, trust supported by an established and knowledgeable team of specialists
Opportunity Highlights
** Superb opportunity as Senior Paraplanner to work closely and support the Director/Adviser in a client facing capacity
** Work closely with a new and existing HNW Client Portfolio with complex planning needs
** Focus of this top London business is on delivering an exemplary service to their Clients
** Attend Client meetings, gather detailed information, focus on post meeting technical points, prepare lifetime cash flow models and present to the Client, construct financial plans, carry out regular reviews, resolve with confidence complex technical queries, have confidence to work with demanding clients
** A minimum of 5 years Paraplanning experience, Chartered Status and whole of market experience essential
** Be able to demonstrate experience of investment, life and pensions products, eric products, including VCT and EIS investments and structured products
** Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts, DC and DB pension transfers coupled with cashflow modelling
** Benefits package is incredible!
To request the full job spec, contact Camilla Howden at Financial Divisions.
