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

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

Financial Divisions

Job Location : London, UK

Posted on : 18/10/2024 - Valid Till : 29/11/2024

Job Description :

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.

Salary : 60000 - 65000

Apply Now!

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