Opportunity to transition into Advice

Excellent benefits package including study support towards Chartered, mentoring programme, wonderful vibe and offices, collaborative environment

Wonderful opportunity to immerse yourself into a Technical Paraplanning role with a diverse HNW client portfolio. You will be offered a defined route to Adviser with this independent IFA working out of their charming London Offices. Due to internal promotion, we are working closely with the team in the search of a talented, professional Diploma Qualified Paraplanner keen to show off their technical expertise.

Opportunity Highlights

** Role has arisen due to promotion of the present Paraplanner to Advice

** Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm

** Clients are all HNW and many exceed £1m AUM so technical knowledge is paramount

** Support Advisers with full paraplanning support including report writing, conducting research , preparing presentation for recommendations with the opportunity to attend client meetings working with HNW Clients

** Improve your Technical Paraplanning expertise by working with some of the best in the industry

** The team work to the highest of standards and enjoy the recognition and rewards they are presented with in a relaxed although hardworking environment.

** Be part of a fast-developing business where great importance will be placed on the future growth of their people as well as the business.

** Progression to Charted Status is encouraged

** Suitable for either a Paraplanner looking to develop their Technical knowledge or to transition into Advice in c 3 years once fully established

** Excellent sociable environment with a superb benefits package

To find out more contact Camilla Howden at Financial Divisions.