Diploma Qualified Paraplanner

Job title: Diploma Qualified Paraplanner
Location: London
Industry: Financial Services
Salary: £40,000 - £60,000
Reference: 1418
Contact email: Jodie@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 beside one of their most Senior Partners, you will be a welcomed addition to a growing team of 3.

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.

 

Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

 

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Jodie Murray

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