Back to search
Provide support to a junior Adviser in a HNW Client Facing team
Study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.Excellent opportunity to join a Junior Adviser of an award-winning independent London based wealth management firm where a constant level of referrals and recommendations has resulted in the need for a further Paraplanner to join this new team. Ideal opportunity to grow your Technical Paraplanning skills with the mentoring support provided by this technically strong Adviser who has recently transitioned into Advice.
Opportunity Highlights
** Definite opportunity to progress your career with exposure to complex HNW technical cases
** Attend Client/ Introducer meetings and become involved with a very interesting range of Clients
** Opportunity to be funded and mentored to achieve your Chartered Status
** Work in a Pod with an amazing Adviser who believes in creating a strong work/life balance.
** Enjoy a full paraplanning role ranging from providing comprehensive reports, through to cash flow modelling and full recommendations based on your analysis
** Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and their Clients
** Ideally you will hold the CII Level 4 Qualification with 18 months dedicated paraplanning although a newly qualified Paraplanner may also be considered.
** The business takes employee welfare seriously and ensures that each employee has the opportunity to achieve their personal goals.
Please send you CV to Camilla Howden at Financial Divisions.
