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Senior Paraplanner

Posted 19 January by Accountancy Divisions Limited Ended

One of London’s most renowned and independently owned Wealth Management firm’s is seeking a Senior Paraplanner to join the firm. The firm are a high end wealth management firm that offer a holistic wealth management service to its HNW clients focused on varied and tailored products and long term financial planning.

The firm are client rich and continuing to grow, so offer a Paraplanner a strong progression route through to an advice role. As Paraplanner you will work closely with Advisers providing advice and reporting across areas and products within investments, pensions, tax and trusts as well as research unregulated investments on an ad hoc basis at the request of clients. You will work closely with clients and Advisers providing a first class client service.

As the Senior Paraplanner you will be diploma qualified and be in the process or have completed your Chartered Financial Planner qualification. You will have a strong track record of working within a paraplanning role within a wealth managers, investment house or IFA and will be looking to progress towards a Financial Planner role in the not too distant future.

For immediate consideration please send your CV to John Whitehead at Financial Divisions

Reference: 34100271

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