plus study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.
Excellent opportunity to join the Advice team of an award-winning independent London based wealth management firm where a constant level of referrals and recommendations has resulted in the need for two more experienced Diploma Qualified Paraplanners. The Advisers and their teams take pride in providing an exceptional service to their HNW Clients .
Opportunity Highlights
- * Definite opportunity to progress your career with exposure to complex HNW technical cases
- * Attend Client meetings and become involved with a very interesting range of Clients
- * Opportunity to be funded and mentored to achieve your Chartered Status
- * Work in a Pod with two well established very personable Advisers
- * Enjoy a full paraplanning role ranging from providing comprehensive reports, through to cash flow modelling and full recommendations based on your analysis
- * Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and their Clients
- * Minimum requirement includes CII Level 4 Qualification and 18/24 months full dedicated paraplanning exposure, ideally with a view to starting the Advanced papers
- * The business takes employee welfare seriously and ensures that each employee has the opportunity to achieve their personal goals.
Please send you CV to Camilla Howden.