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Opportunity to transition into Advice
Excellent benefits package including study support towards Chartered, mentoring programme, wonderful vibe and offices, collaborative environment
Wonderful opportunity to immerse yourself into a Technical Paraplanning role with a diverse HNW client portfolio. You will be offered a defined route to Adviser with this independent IFA working out of their charming London Offices. Due to internal promotion, we are working closely with the team in the search of a talented, professional Diploma Qualified Paraplanner keen to show off their technical expertise.
Opportunity Highlights
** Role has arisen due to promotion of the present Paraplanner to Advice
** Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm
** Clients are all HNW and many exceed £1m AUM so technical knowledge is paramount
** Support Advisers with full paraplanning support including report writing, conducting research , preparing presentation for recommendations with the opportunity to attend client meetings working with HNW Clients
** Improve your Technical Paraplanning expertise by working with some of the best in the industry
** The team work to the highest of standards and enjoy the recognition and rewards they are presented with in a relaxed although hardworking environment.
** Be part of a fast-developing business where great importance will be placed on the future growth of their people as well as the business.
** Progression to Charted Status is encouraged
** Suitable for either a Paraplanner looking to develop their Technical knowledge or to transition into Advice in c 3 years once fully established
** Excellent sociable environment with a superb benefits package
To find out more contact Camilla Howden at Financial Divisions.
