Paraplanner to Financial Adviser - Central London - up to £65,000 (DOE) - Bonus & Excellent Benefits
My client that has a solid industry reputation, a well-established Wealth Management Practice, has a great new Paraplanner opportunity. Their plan is to continue to develop the company organically. They are seeking a competent Paraplanner to become a member of their amiable and professional team.
They are seeking a seasoned Paraplanner with the goal of becoming an Adviser in the future ( 3 to 4 years or more). For these ties to become ingrained, you will be assisting Advisers with suitability reports for HNW and UHNW clients, going to client meetings, and getting to know the clients.
This Paraplanner position will be essential in helping the Advisers create appropriateness reports for investments, estate planning, pensions, and IHT. It's a very practical role that requires preparation.
You will be creating annual reviews, providing cash flow modelling, research, and suggestions in this highly hands-on work. Being a client facing Paraplanner requires you to be articulate and self-assured, which is why you need to attend client meetings.
A Level 4 Diploma holder who wants to go towards chartered status will make the ideal applicant. This prestigious Wealth Management firm takes great satisfaction in their ethical and comprehensive work with clients. Ideally, you will like working as a team and contributing to their expansion in the future.
If you are looking for a new opportunity, please email SamNegbenebor.
Reference: 52513908
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'