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Our client, an Investment Manager based in London, is looking for a talented Paraplanner/ Financial Planner to join their continually growing business.
Working with pensions, ISA's, General Investment Accounts, Investment bonds and trusts, this is a hybrid role that will be writing New Business Suitability Reports and providing Ongoing Financial Advice to Existing Clients. The reports focus will be on the suitability of defined contribution pension switches, transfers with meeting clients long term objectives. The advice is owned by the Paraplanner / Financial Planner hence previous FCA registered CF30 experience is an advantage but will be helped towards if not held. The role also entails financial advice covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and later life planning. Advice is given over the phone or via email with some face to face client meetings.
To be considered, applicants MUST have at least the Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning as well as relevant "hands on" experience in paraplanning that has been gained in the financial services market.
This is a fantastic opportunity to work with more than 5000 existing UK clients and progress into an adviser with a modern and efficient approach to private client advice and asset management