Paraplanner to Director

1 week ago


East Sheen, Greater London, United Kingdom Financial Divisions Full time
plus study to complete 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 Level 4 qualified Senior Paraplanner, ideally already working towards Chartered Status

  • Attend Client meetings providing dedicated support to a senior Director 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.
  • Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and Clients
** 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.
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