As a result of expansion and internal advancement, they are seeking to recruit a Junior Paraplanner to join their team and provide a clear career path.
An exciting opportunity has emerged with a well-established Wealth Management firm located near Colchester in Essex.
With over 20 years of experience, they have been delivering top-tier financial and investment planning services to their clientele.
And bonuses/Study support/Benefits; The Opportunity
A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client's outcome, whether that be the link between the advice provided to a client and its end implementation, or how clients are communicated with on an ongoing basis.
This is a genuine opportunity to develop the role within the business an if desired take a full path to an advisory role in due course.
My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K.
Plus Full study support package Benefits
Managing over £200m of clients' assets, they specialise in pensions, investments, tax planning, cash flow modelling, retirement planning, and personal and business protections, including esoteric schemes like VTC & EIS schemes.
Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Junior Paraplanner to support both the client administrator team and one of the Financial Advisers.
Bonus & Study support
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in London.
Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London.
You will supporting 3 Financial Advisers, along with a team of support staff and administrators.
This position will be hybrid (4 days in office) and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified.
Due to growth, they are looking for an experienced IFA Administrator/Junior Paraplanner who is dynamic and progressive and looking for a Company that can support their progression in this industry.
My client is an Independent, boutique Wealth Management who provide holistic advice to their long-standing UHNW clients.