Junior Paraplanner

Full Time | London, ENGLAND | 27 days

Job Summary

Full Time
£28,000 - £35,000 per annum...
London
REED Insurance

£37,167 Average salary of similar jobs | Check Salary...

Job Description


£28,000 - £35,000 per annum, negotiable
City of London , London
Permanent, full-time
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My client is looking for a talented Junior Paraplanner to join their rapidly growing team.

About the Team

The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension switch/transfers, bond surrenders, investment taxation and other general financial planning areas such as Inheritance Tax Planning and Lifetime Allowance Planning.
Core Responsibilities
- New Business Suitability Reports
- Portfolio evaluation
- Liaising with clients
- Office administration
Requirements
- Have made good progress towards Level 4 Diploma (CISI/CFA+IMC/RO1-RO6 or another qualifying route)
- 2 years experience in an IFA or Wealth Managament/Investment Managament firm
- Has had exposure to paraplanning, suitability reports and assisting with pension transfers
Benefits
There is a fantastic benefits package on offer which will be discussed in detail should you meet the requirments.
What next?
Apply today to be considered for this opportunity. If suitable, Emma Goldsmith, our specialist consultant will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Synonyms
Report Writer, Financial Planner, Sales Support, Technical Planner, Para Planner, Paraplanner, Junior para-planner, suitability Report
Reed Specialist Recruitment Limited is an employment agency and employment business

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Reference: 36628489

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