Career Paraplanner - Harpenden, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Harpenden, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

plus excellent career path, hybrid working and company Benefits


Our client is a very well-established international IFA firm which due to its success and reputation has developed into one of the leading London financial advisory firms.

As a result of their success, they are looking to strengthen their paraplanning team for a professional, stable career paraplanner

You will support and be mentored by the most senior and successful Advisers within the firm. Great opportunity to broaden your technical knowledge. This is an excellent platform for your development as assistant Financial Planner and in time an Adviser ifthis is your chosen path Will be Client facing, assisting with the Advice process Working with internatopnal Private Clients, their families, accumulators, and retireesRole will include technical report writing, cashflow forecasting, assisting Adviser withimplementation of the Client's financial plan, product research, building relationships with fund managers and product providers, liaising with product and investment providers, providing support for client meetings including schedules and valuations withmany more areas to learn

  • Ideally you will be CII Level 4 Diploma qualified or close to qualifying
  • You must be able to demonstrate report writing skills without a lot of training
Once established the role will be based 2 days at home
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