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Discretionary Bonus, study towards Chartered status, excellent pension scheme, PMI, DIS, Season Ticket Loan, generous holidays, childcare vouchers
Due to organic growth, as an experienced Senior Technical Paraplanner, you will have a defined and supportive career path towards Advice, working very closely with successful Adviser/Directors 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
**Opportunity to make an immediate impact with your technical skills working with complex wealth needs
** 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, presenting full cashflow models and providing recommendations
** Support team is exceptionally efficient, effective with a strong team bond.
** To discuss this role in greater detail and register your interest please contact Camilla Howden at Financial Divisions.
