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My client is a boutique IFA based in Camden, London who due to expansion are looking for an Associate Planner to join their dynamic team. The role has become available due to organic growth and are looking to take on a degree educated or similar candidate who is Level 4 qualified or working towards their diploma to work closely with Advisers that they can further develop and help you achieve you career ambitions and aspirations.
My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner and Trainee Adviser in the future. This is a fantastic opportunity to be coached and mentored for someone who has gained experience in Wealth Management and looking to further develop their knowledge and skills.
You will provide paraplanning and admin support, gain further insight into the industry, where my client deals with HNW clients and attend client meetings with the Advisers.
As Associate Planner duties include producing illustrations and valuations, preparation of annual reviews. Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning.
This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanning and Advice.
You must have completed some of your RO exams and now looking for a role that can offer you progression. The role is fully hybrid after induction with 3 days in the office and 2 days WFH.
Please send your CV to Ursula Sloan at Financial Divisions.
