Paraplanner (Career Progression to Assistant
2 weeks ago
plus excellent career path, study, hybrid working and company Benefits
My client is a very well-established financial management firm which due to its success and reputation has developed into one of the leading local financial advisory firms within Hertfordshire.
As a result of their success, they are looking to strengthentheir paraplanning team with a view to moving your career forward to becoming a successful Financial Adviser.
Opportunity Highlights
- You will support and be mentored by the most senior and successful advisers within the firm
- Great opportunity to broaden your technical knowledge
- This is an excellent platform for your development as assistant Financial Planner and in time an Adviser if this is your chosen path
- Opportunity to acquire your own Client bank as you progress into an advisory role
- An opportunity to be Client facing, assisting with the Advice process
- Working with Private Clients, their families, accumulators, and retirees
- Role will include technical report writing, cashflow forecasting, assisting Adviser with implementation of the Client's financial plan, product research, building relationships with fund managers and product providers, liaising with product and investmentproviders, providing support for client meetings including schedules and valuations with many more areas to learn
- Ideally you will be CII Level 4 Diploma qualified or close to qualifying
- You must be able to demonstrate report writing skills without a lot of training
To discuss this opportunity in more detail, please call Camilla Howden to arrange a call.
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