Diploma Qualified Paraplanner

Job title: Diploma Qualified Paraplanner
Location: London
Industry: Financial Services
Salary: £40,000 - £60,000
Reference: 1410
Contact name: Naomi Little
Contact email: Naomi@teamboxtree.co.uk

Job description

Boxtree Recruitment have been engaged to source a Diploma Qualified Paraplanner for one of SJP's largest and most successful businesses. Working on behalf of one of their most successful Senior Partners who is a Pension expert with £65Million under management.

Responsibilities:

  • Collate client information and prepare recommendations as well as illustrations and reports.
  • Manage work to completion.
  • Schedule annual review meetings.
  • Research of internal and external products.
  • Deliver technical training when required.

 

Required:

  • Good understanding of all advice, particularly DB Pensions and inheritance tax planning.
  • Level 4 (or above) qualified.
  • Administration of IHT, pension and investment products.

 

Company Benefits:

  • £40-60k starting salary (based on experience)
  • Up to 20% performance bonus
  • Pension scheme
  • 22 days annual leave
  • Working hours Monday to Friday 08.30-17.30 however they will consider remote working candidates.

 

Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

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Naomi Little

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