Paraplanner
other jobs Financial Divisions
Added before 5 hours
- England,London,City of London
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Full job description*Paraplanner 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
*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
Job number 4265240
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