Technical Paraplanner-route to Adviser
5 days ago
Plus Medical Cash Plan, Death in Service, Pension, Protection Ins, Study Support
Due to growth following a large increase in Business, my client, an independent firm of Financial Advisors, who provide full market Financial Advice across Sussex, Surrey, and London to a variety of Clients, is creating this dream opportunity for a DiplomaQualified Paraplanner and will also consider a Paraplanner close to qualification. Their clients include professionals, wealth accumulators, business executives, retirees and HNW families all built up over several decades, with their focus of Advice includingPensions, Investments, Tax Planning, IHT, Trusts, Mortgages and Protection. This is an amazing opportunity for a Paraplanner to transition to Financial Adviser within a 6-to-12-month period if desired.
Typical areas of responsibility will include-- Taking ownership in managing the production of reports and letters for clients,
- Undertaking analysis of clients’ needs and wants,
- Researching appropriate products
- Helping the Advisers recommend the best course of action
- Opportunity to attend meetings with the Advisers.
To be considered for this amazing opportunity you will have current working knowledge within a Private Client Wealth Management role, providing holistic paraplanning support and hold the CII Diploma or be close to achieving it. For further information anda confidential chat, please contact Camilla Howden
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