PARAPLANNER (dedicated Adviser support on HNW Technical cases)City-To c£55k+...

+ long list of company benefits

Excellent opportunity as an experienced Paraplanner to work in collaboration with a highly successful Financial adviser on a dedicated basis with the opportunity to further develop your technical skillset. This role will suit either a career paraplanner or a paraplanner looking for an opportunity to transition into Advice where the belief is to provide a strong mentoring platform to aid personal career development.

Opportunity Highlights

** Supporting a highly experienced and successful Financial Planner within a Pod structure who takes pride in running a very successful business

** Clients are HNW in excess of £2m Investable Assets

** Provide research, analysis of products and providers, compile high quality detailed suitability reports and annual reviews and investment fund research

** Provide full product recommendation to the Adviser

** Opportunity to attend Client meetings with the Adviser

** Suitable for a Diploma Qualified with a minimum of 2 years solid Paraplanning experience

** Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles essential

** Strong interpersonal skills, confidence, and desire to move career forward are key requirements with the ability to problem solve and provide solutions.

** Adviser believes in providing a strong mentoring platform to aid personal career development

** Benefits are excellent including Bonus, 26 days holiday ( plus bank holidays), an option to buy more, DIS, Flexible benefits scheme to name a few

To apply for this career enhancing opportunity send your cv to Camilla Howden.