Paraplanner - London
This boutique firm of Independent Financial Advisors provide totally independent financial advice. They are focused on first class integrated and individual solutions for diverse and demanding co-professionals and private clients.
Specialising in saving, investments, pensions, mortgages, protection and tax planning, your role as a paraplanner will be to support and work alongside an advisor and will be required to write complex reports, reason why letters and recommendations. Dealing with clients on a daily basis you will be highly knowledgeable on all products with previous experience dealing with HNW clients.
You will be DipPFS qualified or equivalent with 1st software experience. An essential part to this role will be to compile reports from scratch so experience in doing this is a must. Reward compromises of up to £35,000.
Refer a friend or colleague:
JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.