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Paraplanner to Adviser

Posted 2 days ago

  • London, Greater London
  • Any
  • External
  • Expires In 3 months
Job Description
PARAPLANNER ( dedicated Adviser support on HNW Technical cases)-City of London-To c£55k, long list of company benefits listed below
Excellent opportunity as an experienced Paraplanner to work in collaboration with a highly successful Financial adviser on a dedicated basis with the opportunity to further develop your technical skillset. This role will suit either a career paraplanner or a paraplanner looking for an opportunity to transition into Advice where the belief is to provide a strong mentoring platform to aid personal career development.
Supporting a highly experienced and successful Financial Planner within a Pod structure who takes pride in running a very successful business
** Clients are HNW in excess of £2m Investable Assets
** Provide research, analysis of products and providers, compile high quality detailed suitability reports and annual reviews and investment fund research
** Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles essential
** Adviser believes in providing a strong mentoring platform to aid personal career development
** Benefits are excellent including Bonus, 26 days holiday ( plus bank holidays), an option to buy more, DIS, Flexible benefits scheme to name a few
To apply for this career enhancing opportunity send your cv to Camilla Howden to camilla@financialdivisions.
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