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Senior Paraplanner

Details
ReferenceVAC-545
SectorsAdministration, Administration Manager, IFA/Independent Adviser, Paraplanner, Wealth Manager
SalarySalary negotiable
Town/CityLondon
LocationsBedfordshire, Berkshire, Buckinghamshire, East Sussex, Essex
Contract TypePermanent

Description

Senior Paraplanner

London

Negotiable salary


We are currently assisting a well-established Financial Services Practice in London who is currently recruiting for a Senior Paraplanner. Our client primarily offers advice in the areas of pension planning, retirement income planning (including drawdown/phased retirement), IHT planning including trust arrangements and general investments and more esoteric investments including VCTs and EIS investments.

Candidate Specification:-

• Proven experience in a paraplanning role

• Head up a small team of paraplanners

• Have Level 4 Diploma and AF3 qualification or equivalent.

• Someone who can liaise with clients and providers confidently and articulately.

• Prepare client reviews and reports.

• Be able to prepare paperwork, factfinds and review information for client meetings.

Contact: david Sheddon on 07763 195 069 or email david@advanceyourcareer.com





This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc

 


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