We are assisting a leading wealth management firm based in London look for their next Paraplanner to join their grown business.

The Role: Paraplanner

You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:

• Collating client information and preparing suitability letters for a variety of technical cases

• Preparing illustrations and reports for client meetings

• Managing cases to completion and working with internal processing systems

• Ensuring that the business obtained is being processed compliantly and in a timely manner

• Liaising with colleagues and third parties on a daily basis

You will be given full training on the relevant IT systems

Requirements

The Person: Paraplanner

• This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a 'can do’ working style
• You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products
• You are highly organized and have excellent communication skills
• You have a solution-focused approach to your work
• It is essential that you are confident in dealing with third parties and can work with total discretion

The Rewards:

• Salary between £50,000-£55,000 depending on experience and qualifications plus Discretionary Bonus Scheme
• 22 days holiday, increasing by 1 day each year up to 25 days
• Paid Birthday day off
• Discretionary bonus scheme
• Opportunity to grow to an Adviser role
• The opportunity to grow your skills and experience in line with a growing business

If you believe this could be your next role, please apply.