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SENIOR PARAPLANNER ( Defined career development into Advice)
Due to organic growth, as an experienced Technical Senior Paraplanner (ideally Chartered), you will have a defined and supportive career path towards Advice, working very closely with senior Advisers within the business. This well established and successful independent boutique wealth management firm are looking to offer this incredible opportunity to a professional and talented experienced individual working towards their next platform of development.
Opportunity Highlights:
** Business provides financial planning and investment management
** Work with a wide and loyal range of Private Clients, their families, SMEs and charities supporting highly recognised Advisers.
** Perfect opportunity for an experienced Senior Paraplanner to enjoy an active Client Portfolio with a personal growth programme towards Advice.
** Will suit a Senior Paraplanner with c 3+ years solid end to end paraplanning skills
** Enjoy a full paraplanning role including complex report writing, conducting whole-of-market product research and full cashflow modelling
** Support team is exceptionally efficient, effective with a strong team bond.
** Benefits include study support to complete Chartered ,discretionary Bonus, excellent pension scheme, PMI, DIS, Season Ticket Loan, generous holidays, childcare vouchers
To discuss this role in greater detail and register your interest please contact Ursula Sloan at Financial Divisions
