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Keyword(s) or Job ID:
Paraplanner
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Job details
Title:
Paraplanner
Reference:
WEB461062MP
Salary:
To £40,000
Location:
Bracknell
Description:
An experienced Paraplanner is required for a large, leading, well-established
practice of HNW IFAs and Wealth Managers
You will be working in a busy, professional environment, supporting highly
productive consultants (IFAs)
You will:
1. Conduct regular reviews of the client bank
2. Oversee changes and switches of Pensions and Investments
3. Prepare new business reports
4. Conduct holistic financial planning
5. Conduct fund and product research
6. Manage a small client base
7. General Paraplanning duties
Ideally they are looking at candidates with a Paraplanning, or technical
research background, though you must have passed your Certificate in Financial
Planning and have made headway with your advanced papers.
They are offering a competitive salary with an excellent benefits package and
bonus.
Contact details
Name:
Matthew Pope
Phone:
020 7481 8686
Email:
matthew.pope@ipsgroup.co.uk