Support to Achieve Chartered Status + Excellent Benefits & Social Environment

An exciting opportunity has arisen to join an award-winning independent wealth management firm in London. Due to a growing number of referrals and recommendations, they are seeking a talented Paraplanner to join their dynamic and high-performing advice team. This is a fantastic chance to enhance your technical paraplanning expertise with the support and mentorship of a highly skilled team.

Key Benefits & Highlights:

• Career Growth: Exposure to complex, high-net-worth cases, offering significant career development potential.
• Client Interaction: Attend client meetings and work with a diverse range of clients on their financial needs.
• Chartered Status Support: Receive funding and mentoring to help you achieve your Chartered Status.
• Social & Supportive Environment: Work in a team-focused "pod," where work-life balance and a positive social atmosphere are prioritised.
• Comprehensive Paraplanning Role: Take on a wide range of paraplanning duties, from drafting detailed reports to cash flow modelling and providing well-rounded recommendations.
• Strong Relationships: Build and maintain strong working relationships with Advisers and clients.
• Ideal Candidate: This role is perfect for someone with the CII Level 4 Diploma and at least 18 months of dedicated paraplanning experience.

Company Commitment:This company is dedicated to the welfare of its employees, offering opportunities to achieve personal and professional goals in a supportive environment.

If you're looking for a role that offers both career progression and a great workplace culture, this could be the perfect opportunity for you.

Please contact Joanna at Financial Divisions to discuss further.