Paraplanner (Career Progression to Advisor) - St - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus excellent career path and company Benefits

My client is a very well-established financial management firm which due to its success and reputation has developed into one of the leading local financial advisory firms within Hertfordshire.

As a result of their success, they are looking to strengthentheir paraplanning team with a view to moving your career forward to becoming a successful Financial Adviser.

Opportunity Highlights

You will support and be mentored by the most senior and successful advisers within the firm
This is an excellent platform for your development into an adviser if desired
Great opportunity to broaden your technical knowledge
Working with Private Clients, their families, accumulators, and retirees
Opportunity to acquire your own Client bank as you progress into an advisory role
Role will include technical report writing, cashflow forecasting, assisting Adviser with implementation of the Client's financial plan, product research, building relationships with fund managers and product providers, liaising with product and investmentproviders, providing support for client meetings including schedules and valuations with many more areas to learn
Ideally you will be CII Level 4 Diploma qualified or close to qualifying with report writing skills

To discuss this opportunity in more detail, please contact Camilla Howden.