Financial Divisions
My client are a Chartered independent wealth planning firm with offices in the City of London. They have offices across the UK and £20bn AUM. They offer whole of market financial advice to HNW & UHNW retirees, accumulators, families and SME owners based across the UK. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching with clients and stakeholders stretching back to 2000. An average client has £500k - £1m invested but the top clients have £20m+.
One of the high billing advisers in the London office is seeking a Career Paraplanner to work on a 1-2-1 basis with him. You will be ideally level 4 diploma qualified via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end to end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising so this role is suitable for a Career Paraplanner.
If this role sounds of interest or any other roles I am working on please get in touch.