Paraplanner
other jobs Financial Divisions
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £60,000 - £65,000 per annum
Job Description:
Full job description*Senior Paraplanner
*City of London Boutique Chartered IFA
*Up to £65,000 plus bonuses and benefits
*Moorgate (City of London offices)
*Hybrid working with an early finish on a Friday
Are you a senior paraplanner looking to further your technical exposure to working with HNW & UHNW business owners and entrepreneurs. My client is a boutique Chartered IFA who specialise in exit strategies, entrepreneurs looking to scale their business and general retirement strategies for large corporate executives. They also work closely with Principals of Solicitor and Accountancy firms. Typical invested assets range from £1m - £5m.
They are seeking a senior career paraplanner who is working towards Chartered status or who has holds this status and is accustomed to working with HNW clients and more technical work. Lots of work on IHT planning, estate planning, esoteric schemes such VCT & EIS and Trust planning. If you do aspire to be an adviser there is a route to this but not for 4 - 5 years. You will have a team of Administrators behind you to help with processing all new business.
Contact Peter at Financial Divisions for more info.
*City of London Boutique Chartered IFA
*Up to £65,000 plus bonuses and benefits
*Moorgate (City of London offices)
*Hybrid working with an early finish on a Friday
Are you a senior paraplanner looking to further your technical exposure to working with HNW & UHNW business owners and entrepreneurs. My client is a boutique Chartered IFA who specialise in exit strategies, entrepreneurs looking to scale their business and general retirement strategies for large corporate executives. They also work closely with Principals of Solicitor and Accountancy firms. Typical invested assets range from £1m - £5m.
They are seeking a senior career paraplanner who is working towards Chartered status or who has holds this status and is accustomed to working with HNW clients and more technical work. Lots of work on IHT planning, estate planning, esoteric schemes such VCT & EIS and Trust planning. If you do aspire to be an adviser there is a route to this but not for 4 - 5 years. You will have a team of Administrators behind you to help with processing all new business.
Contact Peter at Financial Divisions for more info.
Job number 4324648
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