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, a Chartered Financial Planning firm provides the highest level of advice across London and the southeast and is determined to remain independent into the future.

Based now on referrals and recommendations, they are in need of yet another Paraplannerto their Business to support their extremely productive Advisers.

Opportunity Highlights
**This role supports the 2 new Advisers whom we have introduced to the Business.
**Clients range from city professionals, retirees, business owners and retirees, all HNW.
**Staff are developed through an award-winning training and mentoring programme.
**Paraplanners work in collaboration with a team of experienced Administrators.
**The company has a very forward thinking and dynamic approach to their staff development with an award-winning training and mentorship programme.
**CII Level 4 Diploma Qualification is ideal, although 1 paper away will be considered.
**Exams passed towards Chartered status is advantageous.
**Strong technical experience of complex wealth planning required.
**Current holistic paraplanning experience essential gained within Private wealth management essential.