CHARTERED PARAPLANNER (mix of UHNW Paraplanning and Strategic Project work)-London-Hybrid-c £65/70k+

Posted 2 July by Financial Divisions
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My Client is a Chartered independent London based firm of Financial Planners who are looking to offer this very exciting opportunity to a Chartered Paraplanner who can take on a hybrid role where your technical paraplanning skills will be utilised offering you the opportunity to work closely with the senior management team on various business changing projects.

Opportunity Highlights

** Join this award-winning Chartered Firm who are extremely Client focussed and be part of a talented and truly dynamic team of professionals

** The role will be split evenly between technical paraplanning and strategical project work adding value to the business

** Working closely with the Board, your role will have significant impact on the internal operations as well as Client propositions

** Perfect opportunity for a Chartered Senior Paraplanner with strong technical expertise to mentor and guide less experienced individuals in the team to achieve strong technical competence.

** Opportunity to work with multiple projects, taking ownership whilst also being the 'go to’ person for technical knowledge on UHNW cases

** Excellent opportunity to further develop your client facing skills attending meetings, and being active in the advice process with full involved in research, recommendations and cashflow modelling

** Excellent starting package includes Bonus, Hybrid work and full career development

To find out more about this exceptional opportunity please contact Camilla Howden.

Reference: 53006337

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