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.
A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.
This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process.
The firm has the flexibility to mould the Paraplanner opportunity around each person's specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business.
You will be responsible for writing high quality suitability reports for high net worth clients, assisting with preparation for meetings, delivering plans alongside the Adviser to clients and providing a bespoke wealth management service.
The firm has the flexibility to mould the perfect Paraplanner opportunity around each person's specific skillset and you will have the opportunity to work in a supportive team environment where progression into Advice or a customer facing Senior role is encouraged.
A well-established, values driven IFA based in Uxbridge is now looking for a Paraplanner to join their team.
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.
Ideally, they are looking for a paraplanner - but are also open to a junior dependent onability and current experience - someone who has :-
Recent IFA paraplanning experience or for a junior, with strong financial services administration experience
A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support.