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Benefits package including discretionary bonus, hybrid working
Exceptional opportunity to take on a full paraplanning role whether you are Level 4 Diploma Qualified or close to achieving it. My Client is a London based SJP Practice where the Partner Adviser is happy to offer this Paraplanning opportunity to a talented induvial with already acquired paraplanning exposure whether this be within a restricted or independent wealth management firm.
Opportunity Highlights
** Perfect opportunity to take on a complete Paraplanning role
** Support the Adviser with providing Financial strategies, provide knowledge on plans and products, organise technical tasks provide illustrations and write full reports
** Develop Cashflow models, records client data, provide research and analysis
** Construct financial planning solutions around investments, pensions, tax and estate planning
** Work closely with the administrator to provide suitability reports and corresponding letters
** Prepare Client reviews and investment performance reviews
** Opportunity to attend Client meetings
** Will suit either an experienced Paraplanner with extensive suitability reporting experience looking to complete R0 exams or a Level 4 Diploma qualified experienced paraplanner looking to further their career and technical exposure
** Client will consider candidates with both independent and restricted wealth management background.
To apply for this new opportunity, contact Camilla Howden at Financial Divisions.
