Junior Paraplanner / Senior IFA administrator (career leading to Advisor)
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire. Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers. They are looking to hire an individual who has aspirations to become a fully qualified paraplanner within the next 24 months.
As you gain exposure to their business and working practices you will develop your suitability report writing and technical research, and will be working with their clients, attending meetings, performing annual reviews, cash flow planning, compliance of client files and assisting with file audits
If you have already acquired Junior Paraplanning exposure and will have been working as an IFA Adminstrator, are actively studying to achieve your Diploma Status with already gained exam success ( RO papers), this would be the golden opportunity to grow your skills, and become the main Paraplanner in time with the support and mentoring of the Director of the business. You will enjoy working with a very charismatic and philanthropic Director who offers a full study package, potential of some hybrid working and a generous benefits package.
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support in the South Bucks/Berkshire area, my client would be very interested in viewing your cv. For further information and a confidential chat, please contact Ryan at Financial Divisions