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FULLY CLIENT FACING SENIOR PARAPLANNER-London-To c £60/65k , study to complete Chartered Status plus

FULLY CLIENT FACING SENIOR PARAPLANNER-London-To c £60/65k , study to complete Chartered Status plus

Posted 18 October by Financial Divisions
Easy Apply Ended

plus hybrid working, beautiful working conditions, excellent social environment, long list of benefits.


Excellent opportunity for a Diploma Qualified Paraplanner close to obtaining Chartered Status to join an award-winning independent London based Financial Advisory firm. Supporting high billing Adviser/ Director, you will enjoy a full Client facing role working with ab very interesting HNW Client portfolio.

Opportunity Highlights

** Fully Client facing opportunity
** High profile role for a Level 4 qualified Senior Paraplanner, ideally already working towards Chartered Status

** Attend Client meetings providing dedicated support to a senior Adviser/Director of the business.

** Enjoy the Client focussed culture, where referrals and recommendations are their focus

** Exposure to highly technical cases with a well-established Portfolio of HNW Clients

** Provide full recommendation to this high profile established Adviser.

** Opportunity to provide a mentoring programme for junior paraplanners.

** Demonstrate your personal confidence in building a strong working relationship with the Adviser and Clients

** 3 to 4 years minimum full paraplanning experience essential gained within an independent firm essential.


If you are interested in discussing this opportunity further, contact Camilla Howden.

Reference: 53874764

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