About the Role
We are currently recruiting for a Financial Planning practice based in Sutton who are looking to recruit an experienced Paraplanner. This is a great opportunity for a Paraplanner to make the move into advising.
Due to expansion, an exciting position has become available for a qualified Paraplanner to join a friendly team based in West London. If you have paraplanning experience, then this is a perfect opportunity to join a growing boutique wealth management company.
Working closely with the advisers, you will be conversant in all pensions including Defined Benefits as well as EIS/VCT and other tax advantaged investments. Providing support throughout the advice process, you will ensure a first-class client service is delivered. You will interpret information obtained during client meetings, conduct research to provide solutions to meet their needs, prepare APTA/ TVC (using SelectaPension) and recommend an appropriate course of action in suitability reports. You will m...
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