plus study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.
Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the focus and their HNW Clients are supported by this professional team providing truly holistic Financial Advice.
Opportunity Highlights
- * Fully Client facing opportunity
- * High profile role for a senior Paraplanner working towards Chartered Status
- * Attend Client meetings providing dedicated support to a senior member of the business.
- * Exposure to highly technical cases with a well-established Portfolio of HNW Clients
- * Provide full recommendation to this high profile established Adviser.
- * Provide a mentoring programme for junior paraplanners.
- * Will suit a Diploma Qualified Senior Paraplanner who can demonstrate personal confidence to build a strong working relationship with the Adviser
- * 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.