My client is a well-established Independent Financial Advice firm with offices based in Northwest London is looking for a Paraplanner to join their team.
(Hybrid Working, & Study support)
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.
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.
We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients with goal based financial planning.
Providing a high level of accuracy and detail in the advice suitability process with detailed technical analysis, product research and drafting letters of recommendations.
General
Hybrid working available: 2 days from home each week
In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma.
With occasional travel to London
With monthly team meetings and sporadic training sessions in the City of London, this Independent Financial Advisory business will conduct all of its operations remotely for this post.
We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner.
They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.