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My client is a reputable IFA in London who due to growth and expansion are looking for a technical Chartered Senior Paraplanner to work alongside Director and be part of spearheading their presence in a niche market of UHNW clients, typically ranging from £5m +. The role needs your technical expertise in formulating financial advice across pensions, investments, estate planning, and tax planning. Presenting cash flow modelling using Voyant to clients and excel at research and recommendations to support clients achieving their financial goals and objectives.
This is a technical role that will need someone to be Chartered with approximately 5 years’ experience in a client facing and technical paraplanning role. The Company has exciting and ambitious plans for growth, and you would be joining them to add value and be part of their growth which will present amazing opportunities for the future, whether that be a route to Advising or Management.
They offer excellent benefits, great working culture and are highly collaborative and ethical. You must have excellent communication skills, enjoy being client facing, be a highly skilled chartered paraplanner and want to grow with a business who have many exciting projects ahead.
If you would like to have a confidential chat to discuss the role in more detail, please email Ursula Sloan at Financial Divisions
