TECHNICAL PARAPLANNER ( opportunity to progress into a Team Leader/Manager role)

TECHNICAL PARAPLANNER ( opportunity to progress into a Team Leader/Manager role)

London- hybrid working

C £70k with great list of benefits as listed below

Excellent opportunity for an experienced Diploma Qualified Paraplanner to join this growing and ambitious independent London based boutique wealth management firm where you will be supported with your progression into a Paraplanning Management post

Opportunity Highlights

** Career opportunity for an experienced CII Diploma Qualified Paraplanner looking to enhance their technical ability with a view to heading up their Paraplanning Team.

** Business provides financial planning and investment management

**Work with private clients, their families, businesses, and charities

** Provide full paraplanning support to their high billing Advisers.

** Prepare recommendation reports, high quality research, portfolio valuations/reviews, manage business pipeline, liaise with admin team to ensure prompt submission of new business.

** Enjoy complex report writing, conducting whole-of-market product research and full cashflow modelling

** Support team is exceptionally efficient, effective with a strong team bond.

** Will suit a Paraplanner with c 3+ years solid end to end paraplanning skills with an interest and experience of mentoring, training team members

** Comprehensive benefits include study support ,discretionary Bonus, excellent pension scheme, PMI, DIS, Season Ticket Loan, generous holidays, childcare vouchers.

To discuss this role in greater detail and register your interest please contact Camilla Howden on camilla@financialdivisions.co.uk