FINANCIAL PLANNING ASST/ JUNIOR PARAPLANNER (Route to Advice and portfolio investment management) - To £38/40k plus study support, beautiful working conditions, Life cover, Critical Illness, Season Ticket Loan, Discretionary Bonus, excellent pension scheme, private medical insurance and various retail discounts!
My Client, based in the heart of central London is a growing and ambitious boutique independent firm providing financial planning and investment management to their HNW Private Clients, their families, businesses, and charities. They pride themselves on offering progressive opportunities to their staff and are now looking to offer this progressive opportunity to an ambitious, articulate, and talented professional desperately striving to achieve personal success.
Opportunity Highlights
** Full progression to Senior Paraplanner and Adviser
** Working within a Pod
** Client has their own DFM so opportunity to enjoy the management of investment portfolios for clients
** Client facing opportunity offered for your training and progression.
** Exposure to complex cases, investment selection, portfolio management and research.
** Responsibility for portfolio valuations/reviews, managing client meetings and business pipeline as well as collating suitability report packs.
** Develop these skills and your role will grow
** Use of Intelligent Office
** 2 years’ experience within wealth management/financial planning essential with an interest in investment
** Study support for RO exams provided with already acquired exam success.
Please send your CV to Camilla Howden.