Experienced Technical Paraplanner - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client a London based Chartered IFA firm have been operating for over 20 years and takes pride in providing a service of the highest degree to their clients resulting in regular referrals and recommendations adding to their successful growth.

Workingwith HNW Private Clients, City professionals, retirees and accumulators across London and the Home Counties, they are now looking for a Technical Paraplanner to provide a dedicated one to one support to a top billing Adviser

Opportunity Highlights

Supporting a top performing Chartered Financial Adviser with the assistance of experienced and dedicated administration team
Whole of market exposure
Technical exposure required in HNW investment portfolios, DC Pension multiple transfers, Protectionboth personal and business, VCTs and Tax Planning
Client Bank AUM £100m +
CII Level 4 Diploma essential progressing towards Chartered Status with full study support provided
Award winning training and mentoring programme
Adviser is very keen to aid with the Paraplanner's personal goals and achievements with additional courses to reach these.