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Plus: study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.Excellent opportunity to join a vibrant Advice team of an award-winning independent London based wealth management firm where a constant level of referrals and recommendations has resulted in the need for a further Paraplanner to join this team. Ideal opportunity to grow your Technical Paraplanning skills with the mentoring support provided by this technically strong team of professionals.
Opportunity Highlights:
** Definite opportunity to progress your career with exposure to complex HNW technical cases
** Attend Client meetings and become involved with a very interesting range of Clients
** Opportunity to be funded and mentored to achieve your Chartered Status
** Work in a Pod with a very sociable Pod where they believe in creating a strong work/life balance.
** Enjoy a full paraplanning role ranging from providing comprehensive reports, through to cash flow modelling and full recommendations based on your analysis
** Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and their Clients
** Will suit a CII Level 4 Diploma Qualified individual with 18 months dedicated paraplanning experience.
** The business takes employee welfare seriously and ensures that each employee has the opportunity to achieve their personal goals.
Please send you CV to Ursula Sloan at Financial Divisions
