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Experienced Technical Paraplanner

2 weeks ago

London, United Kingdom Financial Divisions Full time

My Client, a London based Chartered IFA firm have been operating for over 2 decades offer take pride in providing a service of the highest degree to their clients resulting in regular referrals and recommendations adding to their successful growth. Workingwith HNW Private Clients, City professionals, retirees and accumulators across London and the Home Counties, they are now looking for a Technical Paraplanner to provide a dedicated one to one support to a top billing Adviser

Opportunity Highlights
- Supporting a top performing Chartered Financial Adviser with the assistance of experienced and dedicated administration team
- Whole of market exposure
- Technical exposure required in HNW investment portfolios, DC Pension multiple transfers, Protection-both personal and business, VCTs and Tax Planning
- Client Bank -AUM £100m +
- CII Level 4 Diploma essential progressing towards Chartered Status with full study support provided
- Award winning training and mentoring programme
- Adviser is very keen to aid with the Paraplanner’s personal goals and achievements with additional courses to reach these.