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.
• 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 email@example.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