Location: City of London
Job Ref: FD / KG
City of London
I am working with a prestigious Independent Wealth Management Firm in the City who have a reputation for working with UHNW clients. They pride themselves on providing the highest truly independent professional advice that sets them apart from their competitors by doing the small things extraordinary.
Are you looking for a new Paraplanner role with a company that wants to support your progression and develop your technical skills to a very high standard?
Due to expansion, my client is looking for a diploma qualified Paraplanner who is working towards their Chartered status. Ideally you will demonstrate an excellent academic background and must have experience in the Wealth Management Industry working as a Paraplanner. You will be producing suitability reports across pensions, investments, protection, IHT and estate planning. You will work closely with the Advisers and provide full research and cash flow modelling.
This is a fantastic Company to work for where everything is centred around doing the best for their clients. They use top notch technology which supports the Advisers and Paraplanners to provide clients with an efficient and timely output of bespoke reports. The company encourages candidates to be progressive as they have an excellent support infrastructure that assists Paraplanners to transition to Advisers for the future.
The Company offers a highly competitive salary which often puts them ahead of their competitors, full study support, pension scheme and annual bonus.
So if you are now looking for your next step up the career ladder then please do send your CV ASAP to Katherine Goodman at Financial Divisions at email@example.com