Junior Paraplanner

Recruitment Connection Ltd Published 24th January 2023 Location London, Finchley , Hampstead, United Kingdom Category Para Planners Job Type Wealth Management Salary £28000 - £35000 + bonus and benefits Reference 5160 Region South East

Description

Junior Paraplanner

South Hampstead

£28000 - £35000 + bonus and benefits

My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office and work within a team supporting a trainee and a senior financial planner

Key responsibilities will include .

• Obtaining relevant literature to accompany client reports
• Dealing with client administration
• Preparation of packs for meetings with clients including investment valuations
• Preparation of reports to clients on financial planning matters
• Learning and using all applications required for the job including:
• Attend client meetings with the senior financial planner and contribute to such meetings
• Undertake research as required on specific projects.

Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be very advantageous together with a good IT skills and being a good team player.

Ref: 5160