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Job Location | London |
Education | Not Mentioned |
Salary | £55,000 - £60,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
plus Bonus, excellent personal career opportunity, bonuses, full study towards Chartered statusAre you looking for an opportunity to join a firm where you can provide full Paraplanning support in a Client facing role whilst providing all required supporting knowledge directing your Adviser Based in London, this independent firm aims to protect andgrow the wealth of its clients through tax efficient financial planning and discretionary investment management.Opportunity Highlights** This person will be a crucial key member of the Advice team.** Excellent opportunity to be completely Client facing.** Supporting Financial Adviser with all technical aspects up to Advice level** Producing fact finds, meeting notes, research and cashflow modelling, bespoke complex suitability reports** CII Level 4 Diploma qualified on the way to gain Chartered status** 4 years Technical Paraplanning ( complex HNW cases) ideal** Flexibility around home workingTo register your interest in this important role, please contact Camilla Howden.