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Supporting highest achieving Adviser/Planner
Fantastic benefits package including top pension plan, excellent bonus, wonderful working conditions.
My client is an award-winning premier independent firm providing financial planning and an investment management service to HNW and UHNW. Due to their ongoing successful growth programme, we are assisting them again as they are looking to strengthen their Paraplanning team with Diploma Qualified Paraplanners to join their London based Team.
Opportunity Highlights - Paraplanner
** Excellent Portfolio of Clients to support with full Paraplanning
** Enjoy developing your Technical paraplanning skills with some cases exceeding £20m in investable assets
** Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning
** Clients range across City professionals, accumulators, business executives, retires and their families
** Working within a small team supporting a high achieving and longest serving Financial Adviser.
** Perfect career move for a Diploma Qualified Paraplanner with experience gained within an independent advice firm
** Full study towards Chartered exams.
** the Business takes pride in providing an individual development plan as well as ensuring the wellbeing of their staff
** Superb Benefits package on offer
If this Paraplanner role is of interest to you or any other position, please email your cv to Samantha at Financial Divisions.
