plus hybrid working, wonderful working environment, parking available
Excellent opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. My Client has built an incredible reputation and is looking to further strengthen their paraplanning team to support their successful growth programme. This firm has a very supportive management structure where the team is encouraged to have an opinion and will be supported to achieve personal success.
Opportunity Highlights
- * Opportunity to develop not only your Technical Paraplanning skills further, but to build your long-term future with this incredibly talented team.
- * Wonderful environment and culture
- * Join the Adviser in Client meetings and feel comfortable in making significant financial planning contribution.
- * Opportunity to gain exposure to complex HNW cases and provide recommendations in meetings
- * Full involvement with Cashflow forecasting using Voyant
- * You will be required to interpret complex planning into clear and concise reports.
- * A good level of Paraplanning experience acquired across pensions, investments, Inheritance tax/ estate planning and protection required.
- * Personal development to continue to Chartered Status encouraged
- * A working knowledge of FE Analytics, Voyant, Excel and word required
Please contact Camilla Howden for further information.