Our client is one the leading Chartered Wealth Management firms in the UK and we have worked closely with them for over 10 years, placing nearly 40 people with them in that time. They have grown organically consistently, more than trebling the size of the business. Due to the recent promotion of a Senor Paraplanner we placed with them, who is now going to be taking over the clients from the retiring Adviser they have been supporting, they are now looking for a diploma qualified level 4 Paraplanner to put on the same path
We always describe this client in one word “career” so if you are looking for just another job, then please do not apply. You will be working closely with high billing Advisers, providing end to end Paraplanning support and once you are up to speed, you will be attending meetings with clients that come into their very impressive and newly refurbished City based office. You will also take an active part in the product research and recommendation meetings with the clients and ideally presenting the Voyant cashflow modelling back to clients at follow up meetings. If you have gained some basic exposure to cashflow modelling, our client is happy to train you up, so you feel confident in presenting this back to clients
The role has the added advantage of being supported by a Paraplanning Manager who is one of the most technically competent Paraplanners that we have not only worked with, but help secure their current role at this firm.
Full on the job training and support will be provided, along with a truely collegiate working environment, working alongside other career driven people, who are always happy to help support other members of the team.
If you are looking for a genuine career move, then our client would like to talk to you. They offer flexible working and once you are up and running, they offer the flexibility to work 2 or 3 days from home. Full study support, a generous bonus and benefits package are also on offer, along with company and team building events and social gatherings.
To be eligible for this role, you will need to be at least level 4 diploma qualified and have 2 plus years of practical Paraplanning experience.
