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Due to development and expansion, our client, a respectable IFA in London, is seeking a technical Chartered Senior Paraplanner to collaborate with the Director and help lead their presence in a specialised market of UHNW clients, usually with a budget of £5 million or more. Your technical proficiency in creating financial advise pertaining to investments, pensions, estate planning, and tax planning is required for the position. excelling at research and making recommendations to help clients reach their financial goals and objectives, as well as presenting cash flow models utilising Voyant to clients.
A chartered Paraplanner with roughly five years of client-facing and technical paraplanning experience is required for this technical position. You would be joining the company's exciting and ambitious growth goals.
Your technical proficiency in creating financial advice pertaining to investments, pensions, estate planning, and tax planning is required for the position. excelling at research and making recommendations to help clients reach their financial goals and objectives, as well as presenting cash flow models utilising Voyant to clients. A chartered accountant with roughly five years of client-facing and technical paraplanning experience is required for this technical Senior Chartered Paraplanner position.
You would be joining the company to contribute value and be a part of its growth, which will present incredible prospects for the future, whether that be a path to management or advice. The company has exciting and ambitious ambitions for expansion.
If you would like to have a confidential chat to discuss the Senior Chartered Paraplanner role in more detail, please email to Sam at Financial Divisions.
