Experienced Paraplanner - Oxted, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

Oxted, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My Client is a Chartered Financial Planning firm and is well known in the local area for providing a first-class service to their Clients.

Due to their immense success they are looking to expand their bonus by creating a robust structure to support theirexperienced and very bust Financial Advisers.

Opportunity Highlights

This opening will suit either a Career Paraplanner or a Paraplanner looking for the perfect route to becoming an Adviser in c 2 years.
You will provide paraplanning support to both the Managing Director and 1 additional Adviser
Clients are HNW consisting of city professionals, accumulators, retirees, Business owners and families
Advice provided to Clients ranges from Inheritance Tax & Trust planning, VCT and EIS, Protection, Multiple DC Transfers, and Investment advice
Clients are based in London and the local area and are provided with whole of market advice
You will be CII Level 4 Diploma Qualified ( or close to) and ideally looking at obtaining Chartered Status
Current holistic paraplanning experience essential within private client wealth