Paraplanner - Leading to Senior Paraplanner and Ifa
2 days ago
**plus bonus and study support**
My client is a prestigious independent IFA Practice in Central London. Due to expansion they are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion where the existing paraplannerhas moved into a IFA position and they are now looking to take on someone new that they can also develop and help achieve their career ambitions and aspirations.
You have completed or must be working towards your completing your financial planning diploma qualification, and have excellent communication skills. If required, my client will provide you with full study support to complete your diploma and develop yourskills further as a technical Paraplanner with a view to paving the way to one day become an IFA in your own right.
As an experienced Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into the workings of this IFA Practice, where my client deals with HNW, London based clients and will be able to further your experience and technicalknowledge in Paraplanning. Due to the clients my clients deal with, you will be exposed to truly complex and technical cases.
Paraplanner duties include producing illustrations and valuations, preparation of annual reviews, and you’ll liaise with clients and Advisers in order to produce and write suitability reports across pensions, investments, IHT and estate planning.
This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern. This is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanningwith a City IFA Practice and deal with HNW clients.
So to summarise, if you are an experienced Paraplanner looking to progress your career with a well-established and well-recognised IFA Practice, completed most or all of your RO exams, and you are now looking for a role that can offer you progression toa senior Paraplanner or IFA, within a firm that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry, then please send your CV to Ryan Wootten at FinancialDivisions.
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