Highly Technical Financial Planner

2 weeks ago


London, Greater London, United Kingdom CV Elite Ltd Full time
Job Opportunity:

Are you a highly skilled Senior Paraplanner looking to utilize your technical expertise in a dynamic role?

We are seeking a level 6 qualified, Chartered Senior Paraplanner with experience in complex Financial Planning cases for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

Working alongside the Director of Growth in the Private Office proposition, you will have the opportunity to fully leverage your technical skills and contribute to the success of our clients.

About the Role:

This is a unique opportunity to join CV Elite Ltd and be part of a team that values expertise and innovation.

Key Responsibilities:

- Utilize technical expertise to manage complex Financial Planning cases

- Collaborate with the Director of Growth to drive business growth and success

- Provide exceptional service to HNW and UHNW clients

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