We are working with a highly regarded financial advisory firm seeking a talented individual to transition into a Paraplanning role and unleash their full potential.
Are you an ambitious and motivated Financial Services Administrator on your journey to being Diploma qualified who's looking to take the next step in your career?
The team is made up of paraplanners and administrators:
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role.
The firm caters to a diverse range of clients, including city professionals, SME business owners, and retirees, with portfolios ranging from £500k to several million in investable assets.
With a rich history of providing whole-of-market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages, and other Protections, they serve a high-net-worth clientele across London and the Home Counties region.
Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed).
Very comprehensive benefits package, personal development plan
My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients.