Employer: Financial Divisions Salary: £30,000 – £35,000 per annum Date Added: 30/04/2024
& Bonus & Study support
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in London. Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Junior Paraplanner to support both the client administrator team and one of the Financial Advisers. They are looking to hire a Junior Paraplanner who aspires to become a fully qualified Paraplanner.
As you gain exposure to their business and working practices you will develop your suitability report writing and technical research, and will be working with their clients, attending meetings, performing annual reviews, cash flow planning, compliance of client files.
If you have already acquired Junior Paraplanning exposure and are actively studying to achieve your Diploma Status with already gained exam success ( RO papers) or looking to start your exams, this would be the golden opportunity to grow your skills. You will enjoy working within a charismatic team.
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support in the London area, my client would be very interested in viewing your cv. For further information and a confidential chat, please contact Sam at Financial Divisions Sam Negbenebor.
