Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Experienced Financial Consultant sought for a regulatroy body based in the South West of England and/or London, on an interim basis for a period of twelve months.
As the Senior Paraplanner, your role is to provide vital support that encompasses research, report writing, quotations, and preparation of suitability reports for the financial advisers you assist.
With a minimum of 2-3 years of experience in a Paraplanning role at an IFA (Independent Financial Adviser) environment, you will demonstrate exceptional technical knowledge across all financial planning areas.
Our client, a fantastic , fast-growing IFA, is dedicated to improving the financial wellbeing of its clients by developing comprehensive financial planning and investment strategies tailored to individual objectives.