Due to continued success in delivering holistic Wealth Management Solutions to HNW Clients, this award winning Independent Financial Advisory firm are keen to attract a skilled and experienced Paraplanner to join their team in London.
Your role will be to work closely with an experienced Advisor to ensure that all clients receive a first class service. You will combine technical research and report writing with extensive client management responsibilities. In addition, you will act as a mentor for more junior members of staff on technical, compliance and process issues. Your work will cover the full range of Financial Planning products including Pension, Investment, Tax, Protection and Estate planning.
Applications are invited from accomplished Paraplanners who are keen to work for an innovative firm. You will be Diploma qualified and have the desire to progress to Chartered Status. You will have strong technical skills and experience in Client Management, including attending and leading meetings. You must be IT literate and be able to manage a varied workload. An interest and experience in mentoring junior staff would be beneficial.
This role will suit an individual who is looking to play a key role within a forward thinking IFA where technical and Paraplanning skills are well rewarded.
Paraplanner, Paraplanning, IFA, Wealth Management