Our client is a progressive and forward thinking financial planning firm with offices throughout London and the South of England. They have an aim to provide the highest quality of independent advice to a range of clients including individuals, trustees and companies. They work with other professional bodies that look after clients legal and accountancy affairs to ensure that clients are receiving an all-round consultancy service.
They have offices throughout London and the South of England, with an aim to provide a localised and personalised service to clients. Their team in London require a technical paraplanner to assist their financial planning team with research of investment and financial products and services. The role is very financial plan orientated and this role would suit a technical paraplanner that really wants to get involved with the advice. My client employees a separate team to carry out the report writing, leaving their paraplanners to carry out the more investigative elements to the role.
In order to be considered for the role you will need to be diploma qualified in the provision of financial advice, with a history of working as a paraplanner or in another technical role related to the financial advice process. The role offers a long term career and opportunities for personal development within a company that is still actively growing and pursuing clients.
The salary on offer is circa £40,000 with additional employee benefits.
If you would like to know more about this position, please contact Louise Sheppard at Recruit UK Ltd on 0117 917 0411, quote reference 11768