Jobs in London - Paraplanner to Adviser - (Hybrid) London • UK

Company: Financial Divisions LLP

UK

I am recruiting for a fantastic new Paraplanner opportunity, with a well-established Chartered, growing independent IFA in London with a strong footprint in the industry and highly recognised for their transparent, holistic approach they offer to their UHNW clients. The role will be in the office initially then move to 2 days in office and 3 days WFH.My client is looking for an experienced Level 4 Paraplanner who would like to transition into an Adviser at a point in the future, or a career paraplanner who loves and enjoys the technical aspect of financial planning. Supporting 2 Top billing Advisers with complex suitability reports, attending client meetings and building long term relationships internally and externally. You will play a pivotal role in supporting the Advisers with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modelling and research and recommendations.The ideal candidate will be working towards their Chartered and enjoy attending client meetings. This is a great opportunity for a Paraplanner who loves being part of the advice process and work closely with the Adviser on research and recommendations. The Company offers excellent benefits, great work/life balance and have cultivated a truly collaborative and supportive environment.If you are looking for a new opportunity that can support your career in developing your technical skills further as a Paraplanner in a client facing role, please email your CV to Ursula Sloan at Financial Divisions at ursulasloan@financialdivisions.co.uk