Senior Paraplanner to Adviser

5 days ago


London, United Kingdom Financial Divisions Full time

I am recruiting for a fantastic new Opportunity, with a well-established, growing independent wealth management practice, with a strong footprint in the industry and are looking to continue to grow the business. They require an ambitious, qualified, workingtowards your Chartered status and experienced technical Senior Paraplanner who would like to progress to an Adviser in the future.

My client is looking for an experienced Senior Paraplanner who would like to transition into an Adviser at a point in the future. Supporting the Top Billing Adviser with suitability reports, attending client meetings and getting to know the clients. Clientswill be given to you when you are ready to become an Adviser, full mentoring and support provided.

You will play a pivotal role in supporting the Adviser with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modellingand research and recommendations.



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