Jobs

    TECHNICAL PARAPLANNER - Camden Area, United Kingdom - Financial Divisions

    Financial Divisions
    Financial Divisions Camden Area, United Kingdom

    1 week ago

    Default job background
    Accounting / Finance
    Description
    TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)
    London- hybrid working pattern ( 2 days in Office)
    To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status.


    My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme.

    Due to their ongoing successful growth programme, they are looking for several Diploma Qualified Paraplanners to join their London based Team.

    Opportunity Highlights
    .

    • Perfect opportunity for a Diploma Qualified Paraplanner with a minimum of 2 years' full Paraplanning experience gained within an independent advice firm
    **You will be supporting one of their high achieving and longest serving Financial Advisers
    **Clients range across City professionals, accumulators, business executives, retires and their families
    **Enjoy developing your technical paraplanning skills with -some cases in excess of £20m investable assets

    • Excellent opportunity to progress further to achieve Chartered Status for which study support is provided.
    • Assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning.
    • Personal development plan on offer
    • Opportunity to move into Advice in c 3+ years if desired
    To discuss this amazing career opportunity in more detail please contact Camilla Howden on #wealthmanagement #financialplanning #paraplanner #hybridworking #hiring #study #london
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