Paraplanner to Adviser - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a prestigious, niche market leading IFA based in London who due to expansion are looking for an experienced Paraplanner to join their dynamic team.

The role has become available due to an internal promotion and now looking to take on someonenew that they can further develop and help achieve your career ambitions and aspirations.

You must be level diploma qualified, educated to degree level or equivalent and have excellent technical paraplanning skills.

My client will provide you with full study support to complete your Chartered exams and develop your skills further and help youtransition to an Adviser in the next couple of years.

As a Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into where my client deals with UHNW clients, domical and non-domical and be able to further your experience and technical knowledge in Paraplanning.

Due tothe clients my clients deal with, you will be exposed to truly complex and technical cases.

You will attend client meetings, producing cash flow modelling and writing suitability reports across pensions, investments, IHT and estate planning.

This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern.

If you are an experienced Paraplanner looking to progress your career with a well-established and highly recognised IFA, they need your Paraplanning skills will reward you a competitive salary, excellent benefits and be part of a great working environmentwith some of the best talent in the industry then please send your CV to Ursula Sloan at Financial Divisions