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Email recruitment@jdc.co.uk Call on 01452 526100
Paraplanner (Client Services Technical Team) City of London (Fenchurch Street) Monday to Thursday office & Friday work from home Salary to £40,000 + monthly bonus Target Earnings £50,000
The Person
You're an experienced paraplanner with a minimum of two RO exams and at least two solid years working with a financial planning firm specialising in pension, investment, or wealth management.
This means you will know how to:
You'll be:
The Company
You'll work as part of the Client Services Technical Team. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills and qualifications.
Based in London City, the Tower of London and Fenchurch tube lines are only a 3-- to 4-minute walk from the office.
This is a growing independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs.
To qualify for this position, you will need the following as a minimum:
How to Apply
Please make sure you meet the qualifying criteria above before applying.
Get in touch with Jon D'Costa
Jon’s attention to detail in learning what his client is looking for and understanding what they actually need is highly commendable. His briefs and debriefs are very thorough, comprehensive and most...See more