I am recruiting for a highly successful, Wealth Management Firm in City who due to expansion, are looking to on-board a Paraplanner to join the business.
You must be a diploma qualified Paraplanner, educated to degree level preferably and ideally working towards your Chartered status. Working closely with Advisers, you will be responsible for producing suitability reports across Pensions Investments and Protection. You will produce cash flow modelling and provide research and recommendations. You will also work closely with clients and attend client meetings.
The Directors are highly ambitious and want to continue to grow the business so a truly great opportunity for the right candidate. The Paraplanner role allows you to take lots of ownership of the client cycle and has the scope to transition into an Adviser at some point in the future.
So, if you are a diploma qualified Paraplanner, looking for the next step up in your career, this opportunity may be just perfect you. You will be joining a business that is well-established and highly ethical, their approach is very client centric and looking for a like-minded individual.
Interviews are taking place right now, so if this sounds like what your next role looks like, please send your CV ASAP to Ursula Sloan at Financial Divisions (City) LLP