Excellent HNW exposure, brilliant benefits, interesting clients
Career progressive opportunity for an experienced Diploma Qualified Paraplanner to join a small team supporting several Advisers alongside a dedicated Administrator. As a result of internal movement and increased levels of enquiries, we are working closely with this leading London based Chartered Wealth management firm to source a talented and experienced individual who can demonstrate good technical skills
Opportunity Highlights
** Support the Advisers, one of whom has more complex and interesting HNW Clients
** This team handles a high volume of cases
** Cases are mixed, can vary from basic through to requiring complex suitability reports
** Enjoy full product research and cashflow modelling using Voyant
** Will suit a Diploma Qualified Paraplanner who enjoys volume reporting, research, and analysis in a non-client facing capacity
** Excellent list of benefits, hybrid working, study support towards chartered, bonus
Please send your Cv to Camilla Howden at Financial Divisions.