Paraplanner to Adviser - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus supporting a most inspirational MD

My Client, a firm of independent Chartered Financial Planners, take pride in providing a truly exceptional financial planning service to their Clients resulting in long standing loyal personal relationships.

Due to significant increases in Business, theyare now looking for a Paraplanner to work closely with the MD to initially provide highly technical support progressing to Advisor.

Opportunity Highlights

Attend all Client meetings with a very inspirational MD
Responsible for presenting Cashflow modelling and building your technical reporting skills to take on and convert leads and referrals building your own Client base
Typical Clients range from £750k to £10m in investable assets
Advice is provided across Investments, Pensions, Wills, Trusts, and Estate Planning
CII Diploma Qualification essential
Excellent team environment to be part of
Structured training programme to achieve your personal goals
Support to achieve your CAS status
Study support to further your studies to achieve Chartered Status
Hybrid working