Career leading to Advisor
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in London. Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers. They are looking to hire an individual who has aspirations to become a fully qualified paraplanner within the next 24 months.
As you gain exposure to their business and working practices you will develop your suitability report writing and technical research, and will be working with their clients, attending meetings, performing annual reviews, cash flow planning, compliance of client files and assisting with file audits
If you have already acquired Junior Paraplanning exposure, are actively studying to achieve your Diploma Status with already gained exam success ( RO papers), this would be the golden opportunity to grow your skills, and become the main Paraplanner in time with the support and mentoring of the Director of the business. You will enjoy working with a very charismatic and philanthropic Director who offers a full study package, potential of some hybrid working and a generous benefits package.
If you are working within a Private Client Wealth Management role, providing holistic par...