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Study support towards chartered status, hybrid working, excellent mentoring, wonderful collaborative vibe and impressive offices
Opportunity to enjoy working closely with the Advice team in a client facing capacity with a diverse HNW Client Portfolio with complex wealth needs. As a technically strong Diploma Qualified Paraplanner you will have the opportunity to demonstrate your true technical expertise working with this fully committed professional team where there is a wonderful sociable vibe with the opportunity to move into Advice once established at a later stage.Opportunity Highlights
** Role has arisen due to promotion of the present Paraplanner to Advice** Will suit a Level 4 Diploma Qualified Paraplanner with already acquired paraplanning skills. ** Clients are all HNW, many exceed £1m AUM so technical exposure to complex cases is paramount** Fully encompassing paraplanning role including report writing, conducting research and preparing presentation for recommendations
** Opportunity to attend client meetings working with HNW Clients** Improve your Technical Paraplanning expertise by working with some of the best professionals 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 Chartered Status is encouraged and supported** Suitable for either a Paraplanner looking to develop their Technical knowledge or to transition into Advice once fully established** Excellent sociable environment with a superb benefits packagePlease contact Camilla Howden at Financial Divisions.
