with full study, training, career development
My Client, a wealth management firm based in London Victoria, take pride in their success in building long term trust-based relationships with their clients. They are now looking to offer this superb opportunity to another talented Graduate with already acquired wealth management skills to continue their development through to paraplanning.
Opportunity Highlights
** Your journey will begin with a full induction and training, taking you through the various stages of your development through to becoming a strong and technical Paraplanner providing support to the Advisers.
** Whilst you learn ’on the job’ you will have the opportunity to study for your Diploma ( RO exams) with full mentoring support
** Initial period will offer you exposure to all aspects of the Office Admin function across the departments before allocating you to one Adviser.
** Tasks will then encompass all IFA Admin support tasks preparing documents for client meeting, producing valuations and illustrations, liaising with providers
** You will learn all about all areas of advice that HNW Clients receive and the support you will provide
** Your direction of progress will take you through to paraplanning where you will begin to explore suitability reporting, research and cashflow modelling
** Amazing opportunity for an intelligent candidate, hungry for personal development and career enhancement
Please send your Cv to Camilla Howden.