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with great list of benefits below
My Client, based in the heart of central London is a growing and ambitious boutique independent firm providing financial planning and investment management to their Private Clients, their families, businesses, and charities. Due to their success, they are looking to offer this excellent opportunity to an established and experienced Diploma Qualified Paraplanner to join the team .
Opportunity Highlights
** 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.
** 3 years Paraplanning experience required.
** CII Diploma Qualified
** IO experience is a bonus.
** 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.
