Paraplanner to Financial Adviser - London - £55K-£60k + bonus, benefits, full training and
Our client is a highly respected, prestigious wealth management firm, serving high-net-worth clients and their dependents. This role needs an experienced Paraplanner due to growth and expansion. The ideal Individual will be someone who enjoys working with high net worth and established clients and ideally wants a role that will provide full training and support to progress to an Advisory role in a short period of time. If this sounds like you, we would love to speak to you. The OpportunityAs an experienced Paraplanner, you will have a strong reputation for delivering high-quality, working closely with an experienced Advisers, where you''ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. Our client prides itself on providing non jargon based, relationship led advice.This isn''t just a back-office role , as a Paraplanner, you''ll be heavily involved in client interaction including client meetings and helping to formulate the recommendations and given real visibility across client relationships.The RoleWriting clear, compliant, and technically robust suitability reportsConducting detailed research across pensions, investments, protection, and tax planningSupporting Advisers in building tailored financial plansProducing cashflow modelling and long-term planning analysisAssisting with complex cases and acting as a technical point of contactWorking closely with Advisers and ..... full job details .....
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