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 for more information.