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Supporting a Junior Adviser within a High Net Worth Client-Facing Team
This is a fantastic opportunity to join an award-winning independent wealth management firm in London. Due to a strong flow of referrals and new business, the firm is expanding and seeking an additional Paraplanner to support a recently appointed Junior Adviser within a dynamic, client-facing team.
This role offers an ideal environment to further develop your technical paraplanning expertise, with structured mentorship from a technically strong Adviser who has recently transitioned into an advisory role.
Key Highlights of the Role:
- Genuine progression: Exposure to complex technical work for HNW clients, with a clear route to career advancement.
- Client interaction: Join client and introducer meetings and engage with a diverse and fascinating client base.
- Support towards Chartered: Full study support and mentoring provided to help you achieve Chartered status.
- Work-life balance: Join a collaborative "pod" structure with an Adviser who values flexibility and wellbeing.
- Comprehensive paraplanning: Involved in everything from detailed report writing and analysis to cashflow modelling and tailored financial recommendations.
- Relationship building: Showcase your confidence and communication skills by developing strong working relationships with the Adviser and their clients.
- Requirements: Ideally, you’ll be Diploma (CII Level 4) qualified with at least 18 months’ paraplanning experience, though newly qualified individuals will also be considered.
- Supportive culture: The firm places strong emphasis on employee wellbeing and personal growth, providing a vibrant social environment and beautiful working conditions.
To apply, please send your CV to Samantha at Financial Divisions.
