Paraplanner - genuine potential to move into an advisory role

Posted 16 April by MB Fitzgerald Easy Apply

A position has come available for an experienced Investments focused Paraplanner working with a successful and fast paced Chartered Practice in Central London.

This is a forward thinking, dynamic organisation that provide holistic financial advice to an established HNW client bank, therefore previous experience within a similar role is essential.

You will be working within a team supporting an experienced Financial Planner and company Director. You will be responsible for; research, report writing, speaking with clients, and being the first point of contact for all external clients and professionals.

Due to exciting growth plans this highly respected organisation intends to instigate a rapid career development plan for the successful candidate which makes this a very attractive opportunity within today's market especially for individuals seeking to become an IFA within the medium-long term.

The ideal candidate must have experience in an IFA environment, have industry known certificates, and ideally DipPFS qualified.

Reference: 26529973

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