My client is a prestigious IFA based in London, who due to organic growth, are looking for a diploma qualified Paraplanner to work alongside top performing advisers of the business. You must be technically minded across various products such as pensions, protection, investments, IHT, Estate planning.
Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, and preparation of annual reviews with clients. The role is very hands-on, working closely with Director in a fast-paced environment and being a key point of contact for clients.
You will play a pivotal role to the team and work in a highly collaborative working environment where your recommendations and experience will be highly respected. The role is exciting and challenging and a great opportunity for an experienced Paraplanner.
If you are looking to work in a fast paced, challenging environment and be part of high performing team and want to expand your technical skills and be part of the client's journey, then this is the right opportunity to help you achieve your career aspirations.
If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula at Financial Divisions