Technical Paraplanner/ Trainee Financial Advisor
Due to expansion, our city based client is currently seeking an experienced Paraplanner to join their well established Wealth Management team. A well respected and truly holistic IFA that specialise in providing pensions and investments advice to high net worth individuals. This company believe in progression and development, therefore the successful candidate will be working on a one to one basis with a top performing advisor performing duties such as: attending client meetings, preparing suitability letters, conducting research as well as shadowing the Advisor to learn the Wealth Management role. There will also be the opportunity to advise your own 'smaller’ client bank after a designated period. It is essential for any applicant to hold their Certificate in Financial Planning and candidates with their Diploma/Chartered status will be preferred.