plus hybrid working, beautiful working conditions, excellent social environment, long list of benefits.
Excellent opportunity for a Diploma Qualified Paraplanner close to obtaining Chartered Status to join an award-winning independent London based Financial Advisory firm. Supporting high billing Adviser/ Director, you will enjoy a full Client facing role working with ab very interesting HNW Client portfolio.
Opportunity Highlights
- * Fully Client facing opportunity
- * High profile role for a Level 4 qualified Senior Paraplanner, ideally already working towards Chartered Status
- * Attend Client meetings providing dedicated support to a senior Adviser/Director of the business.
- * Enjoy the Client focussed culture, where referrals and recommendations are their focus
- * Exposure to highly technical cases with a well-established Portfolio of HNW Clients
- * Provide full recommendation to this high profile established Adviser.
- * Opportunity to provide a mentoring programme for junior paraplanners.
- * Demonstrate your personal confidence in building a strong working relationship with the Adviser and Clients
- * 3 to 4 years minimum full paraplanning experience essential gained within an independent firm essential.
If you are interested in discussing this opportunity further, contact Camilla Howden.