ASSOCIATE PARAPLANNER

4 weeks ago


London, United Kingdom Financial Divisions Full time

plus full study support with fast-track development programme, Bonus amongst a long list of benefits.

This is the perfect opportunity for a junior paraplanner to take their career through to Financial Advice within a structured and defined programme with regular mentoring and increased variety of responsibilities throughout this period. Enjoy working in top London offices, be rewarded with excellent benefits and be part of a professional team.

Opportunity Highlights

** Amazing opening for a progressive career driven individual

** Full progression to Paraplanner and then Adviser

** Full Client facing role

** Working with HNW Clients, their families, businesses and charities in a client facing role

** Full exposure to complex wealth, take responsibility for portfolio valuations/reviews, research, managing client meetings and business pipeline and collating suitability report packs.

** Will suit a talented individual with 2 years + Financial Planning/Wealth management experience and at least 2 R0 Exams passed.

** Benefits include study support, beautiful working conditions, Life cover, Critical Illness, Season Ticket Loan, Discretionary Bonus, excellent pension scheme, private medical insurance, and various retail discounts

To discuss this excellent opportunity, please contact Camilla Howden.



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