CF30 Paraplanner / Trainee Paraplanner

MB Fitzgerald
London, South East England
10 Jun 2017
09 Jul 2017
Contract Type
Full Time

A prestigious financial adviser based in the City of London currently seeks to appoint a new CF30 Paraplanner/Trainee Adviser to join their well respected team. The role will initially be focused on managing clients, dealing with their needs as well as other techncial paraplanning duties with gradual development over a three year period leading into a Financial Planner position (client provided). You will be given full CF30 sign off on joining the business. This well established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care. The successful candidate will be qualified to Diploma level as a minimum and will have a least 4 years previous experience working in a Paraplanner capacity . A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career by moving into a client facing CF30 role.