London
The Client
This is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele across the UK.
The Opportunity
Due to business growth this firm has an opportunity for a Paraplanner to join the team. You will be responsible for providing technical support to a highly successful adviser as well as the Managing Director.
You will benefit from working closely with a highly experience team and will be given plenty of client facing opportunities, full exam support towards Chartered status as well as future progression opportunities towards Senior Paraplanner/Adviser positions.
What’s needed for me to be considered?
- Hold Level 4 Diploma
- Previous experience supporting Advisers within an IFA environment
- Comprehensive market knowledge with strong technical ability in Private client financial advice
- Client facing experience (Advantageous)
- Progression towards Chartered status (Advantageous)
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms
Senior Paraplanner, Paraplanner, Para-planner, Para planner, Technical Planner, Report Writer, Technical Planner, Technical Report Writer, Financial Planner, Adviser Support, Financial Planning Technician