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Job Location | City of London |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
A rare opportuinty has been created to work side by side with one of the most successful advisers at one of the UKs most dynamic, Chartered Welath Management Houses, at their Central London offices.This is a 100% office based opportunity, designed for a serious individual, who is keen to deliver in a Paraplanning capacity whilst developing and mentoring less experienced Paraplanning team members.Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records. Report writing will be an essentialpart of the role. You learn all aspects of the business and become a valued member of the team and continue to progress with industry- based exams. You will be expected to keep up to date with legislative and industry changes which affect the business andits clients. There will be minimal client contact and you are not authorised to give advice.The role requires an individual to provide support to financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. Thisis an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicantto further their knowledge and ability in the role to Diploma level.Responsibilities