Paraplanner

Description:

The top billing advisers work in a pod system. One of the highest billing advisers is seeking a brand-new Paraplanner who can offer technical support and services on 1-2-1 basis. This adviser manages c.£200m AUM on their own. The role will be working across, pensions, investments, tax planning, IHT planning, protections and cashflow modelling. The role will be office based 4 days a week in the City of London. You will be diploma qualified or very close to completion and if you are sitting any exams towards your chartered status, a package of study support will be given to you.