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Excellent Benefits, hybrid working, study support and study towards Chartered Status
Our client is an independent, award-winning firm with headquarters in London. They take pride in their client-focused culture, which prioritises referrals and recommendations. Their high-net-worth clients receive help from this talented and professional team who offer truly holistic financial advice. They are now looking to recruit a Paraplanner to join their firm.
The Role - Paraplanner
Enjoy a client-facing role in a high-profile role within the business supporting a Senior Director with a well-established portfolio of high-net-worth clients
Demonstration of exceptional attention to detail, confidence, and the capacity to work independently and under pressure are essential personal qualities
Collaborate closely with your Advisor to get client information, do case research, and evaluate cases technically to provide complicated case suitability letters that are both effective and technically sound.
Possibility of mentoring other junior paraplanners
You will be Diploma Qualified Paraplanner with a minimum of 3-4 years Paraplanning experience
If you are looking for a new role and this Paraplanner position is of interest, then please do send your CV to Sam Negbenebor at Financial Divisions.
