Full job descriptionParaplanner 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.