Financial Divisions

FULLY CLIENT FACING SENIOR PARAPLANNER

Click Here to Apply

Job Location

London, United Kingdom

Job Description

FULLY CLIENT FACING SENIOR PARAPLANNER ( 2 roles available)-London

To c£45/55k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.


Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the focus and their HNW Clients are supported by this professional team providing truly holistic Financial Advice. Due to growth, they are now

looking to engage 2 Diploma Qualified Paraplanners with at least 18/24 months

solid Paraplanning exposure with a variety of HNW technical cases


Opportunity Highlights


** Fully Client facing opportunity, both roles supporting 2 Advisers with a very varied and interesting Client Portfolio

** Excellent opportunity to work towards Chartered Status with full study support and a mentoring programme

** Exposure to highly technical cases with a well-established Portfolio of HNW Clients

** Provide full paraplanning support including reporting, cash flow modelling and recommendations.

** Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and their Clients

**Minimum requirement includes CII Level 4 Qualification and 18/24 months full dedicated paraplanning exposure


If you are interested in discussing this opportunity further, contact Camilla Howden on camilla@financialdivisions.co.uk

hashtag#wealthmanagemment hashtag#financialplanning hashtag#paraplanner hashtag#london hashtag#hybrid hashtag#hiring hashtag#clientfacing hashtag#opportunity hashtag#hnw



Location: London, GB

Posted Date: 9/22/2024
Click Here to Apply
View More Financial Divisions Jobs

Contact Information

Contact Human Resources
Financial Divisions

Posted

September 22, 2024
UID: 4855124469

AboutJobs.com does not guarantee the validity or accuracy of the job information posted in this database. It is the job seeker's responsibility to independently review all posting companies, contracts and job offers.