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Great benefits package including top pension plan, outstanding bonus, and fantastic office environment
My client is a multi-award winning top independent firm that offers HNW and UHNW clients investment management and financial planning services. We are helping them once more because of their continuous, successful growth programme. They are looking to add Diploma Qualified Paraplanners to their London-based workforce, strengthening their paraplanning team.
The Role - 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 position interests you, please send your CV please to Samantha at Financial Divisions.
