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Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis.
Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.
Duties & responsibilities (not limited to): full client job spec available
- Preparing both templated & bespoke suitability reports on a full range of financial planning issues including investment, pension, protection & tax planning
- Assisting advisers with creating well researched financial plans
- Cashflow forecasting
- Establishing strong relationships with clients & attending client meetings when required
The Person:
- Level 4 Diploma (essential)
- Studying towards chartered (desirable)
- Exposure to HNW cliental (desirable)
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable & professional
In return this opportunity offers a basic salary of c £60,000 (negotiable) + attractive bonus, full study support & a fantastic benefits package.
Home working offered.
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
