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PARAPLANNER ( dedicated Adviser support on HNW Technical cases)

3 months ago

London, United Kingdom Financial Divisions Full time

PARAPLANNER ( dedicated Adviser support on HNW Technical cases)-City of London-To c£55k, long list of company benefits listed below


Read all the information about this opportunity carefully, then use the application button below to send your CV and application.

Excellent opportunity as an experienced Paraplanner to work in collaboration with a highly successful Financial adviser on a dedicated basis with the opportunity to further develop your technical skillset. This role will suit either a career paraplanner or a paraplanner looking for an opportunity to transition into Advice where the belief is to provide a strong mentoring platform to aid personal career development.

Opportunity Highlights

** Supporting a highly experienced and successful Financial Planner within a Pod structure who takes pride in running a very successful business

** Clients are HNW in excess of £2m Investable Assets

** Provide research, analysis of products and providers, compile high quality detailed suitability reports and annual reviews and investment fund research

** Provide full product recommendation to the Adviser

** Opportunity to attend Client meetings with the Adviser

** Suitable for a Diploma Qualified with a minimum of 2 years solid Paraplanning experience

** Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles essential

** Strong interpersonal skills, confidence, and desire to move career forward are key requirements with the ability to problem solve and provide solutions.

** Adviser believes in providing a strong mentoring platform to aid personal career development

** Benefits are excellent including Bonus, 26 days holiday ( plus bank holidays), an option to buy more, DIS, Flexible benefits scheme to name a few

To apply for this career enhancing opportunity send your cv to Camilla Howden to camilla@financialdivisions.co.uk hashtag#wealthmanagement hashtag#financialplanning hashtag#london hashtag#paraplanner hashtag#study hashtag#hiring hashtag#careerprogression hashtag#advice