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Hybrid working
Due to development and expansion, my client, a respectable IFA in London, is seeking a technical Chartered Senior Paraplanner to collaborate with the director and help lead their presence in a specialised market of UHNW clients, usually with a budget of £5 million or more. Your technical proficiency in creating financial advice pertaining to investments, pensions, estate planning, and tax planning is required for the position. excelling at research and making recommendations to help clients reach their financial goals and objectives, as well as presenting cash flow models utilising Voyant to clients.
A chartered Paraplanner with roughly five years of client-facing and technical paraplanning experience is required for this technical position. You would be joining the company to contribute value and be a part of its growth, which will present incredible prospects for the future, whether that be a path to management or advice. The company has exciting and ambitious ambitions for expansion. They have a fantastic workplace culture, amazing perks, and a very ethical and cooperative work environment. You must be a highly qualified Chartered Paraplanner, love working with clients, have outstanding communication skills, and want to expand with a company that has a lot of exciting projects in the future.
For more information about this Senior Paraplanner position or to find out more about the role, please email Sam at Financial Divisions.
