Senior Paraplanner

Recruiter
Anthony Alexandra
Location
London
Salary
45000.00 GBP Annual
Posted
15 Jul 2017
Closes
12 Aug 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time

My client is keen on recruiting an additional experienced Senior Paraplanner within their London office with the aim of progressing into a financial advisory role. Due to increased volumes of clients, the business requires an experienced Paraplanner to join the organisation to provide ongoing support to the Managing Director and Advisers. This job role could potentially improve your career path into an experienced Financial Adviser.

Senior Paraplanner duties:

  • Accurately prepare client reports paperwork and recommendation letters
  • Support Financial Planners with preparation of client correspondence
  • Schedule meetings and meeting notes
  • Build relationships with clients and candidates
  • Undertake financial planning and product-based research

Skills & Requirements:

  • QCA Level 4 Diploma Qualified, ideally working towards CII/CISI
  • 3 years' experience as a Paraplanner
  • Excellent communication skills, verbal and numerical
  • Awareness of current markets and an understanding of the industry regulations
  • Positive attitude and able to work well alongside a team

Benefits:

You will be provided with a generous salary from GBP45,000 to GBP47,000 and will also receive a benefits package. As the company grows there will be opportunities to progress and full support will be provided.

Apply today to be considered for this opportunity. If suitable, one of our expert consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.