UA-185291695-1 Paraplanner, Jobs


Paraplanner - South West London, London

Ref: 36Tuesday 7 September 2021

£35,000 - £43,000

Paraplanner Diploma Qualified

Situated in Harrow an Advisory firm is looking to hire a Paraplanner to join their 4 person team supporting 10 Advisers.  The Managing Partner is able to map a career path depending on your preferences. They have the opportunity for you to become a carer Paraplanner or an Adviser, however they will only look at this after 24 months as they want you to learn about the firm and clients fully before giving you exposure to providing Advice.

The Firm are a holistic wealth Management business with over 2,000 clients with over £420m AUM.  

To be considered:

You should have the competence and experience in all areas of Retirement planning including Transfers and Drawdown and Investment planning.

Diploma Qualified