Financial Planner

Recruiter
Anonymous
Location
London
Salary
20000.00 - 30000.00 GBP Annual + GBP20000 - GBP30000/annum
Posted
25 Jul 2017
Closes
16 Aug 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
A Croydon based IFA firm is looking for an experienced paraplanner to join their team. We are a fee based firm providing holistic, bespoke and whole of market financial planning advice to our client base of HNW individuals.

The applicant will be professional, confident and. should have strong knowledge of Pensions, Investments, IHT, Tax & Estate Planning and Protection. They must have experience writing suitability reports and using various fund research tools.

The successful candidate will be qualified to CII Diploma level as a very minimum. Holding a degree from a good UK university is desirable, but not necessary. They must have strong IT skills and be confident in using MS office as well as Financial planning software. A high level of spoken and written English is desirable.

This is a great opportunity for someone who is looking for the next step in thier career. This Croydon based practice are an established practice.

Please apply today by sending your CV or giving George at Aston Tate a call on (Apply online only)