Assistant Consultant/Paraplanner ? Pensions
Assistant Consultant/Paraplanner ? Pensions
Leading UK Financial Management and Accountancy firm, based Central London
£30,000 - £37,000 + Excellent Package
This is an excellent opportunity for an individual with at least two years corporate pension experience to join an expanding Financial Management firm. Working in a support/paraplanning capacity, you will work with a variety of the firms consultants on the preparation of client reports and investment valuations. On top of this you will also liaise directly with clients on all aspects of their financial affairs. You will also be responsible for undertaking key research on industry products as well as attend regular client meetings with the firms consultants.
To be successful in this role, you should have had at least two years Financial Services experience in either a paraplanning or pensions capacity and be looking for a position that on a long term basis will move them into a consultancy role. You should have achieved the full financial planning certificate be studying towards G60, G70 or IMC. Excellent communication skills are a must as is a desire to work in an interesting and expanding firm.
For more information, please contact Georgina Wicken
Salary: 30-37K
Contact Name: Georgina Wicken
Email: gew@evolutionrecruit.com
Phone: 02078474022