Trainee Wealth Planner/CF30 PP

  • Location

    London, England

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000.00 - £50000 per annum + Bonus+Benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH673_1557753025

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

  • Consultant:

    #

One of London's top tier Wealth Management organisations currently has exciting opportunity for an experienced Paraplanner to work alongside one of their Financial Planning Directors in providing advice to an extensive and long establish private client book.


Upon joining the company, you would be signed off with CF30 status with the longer term view of you developing your own book from existing clients over the course of 12-24 months appx. The initial duties of the successful CF30 Paraplanner will include research, report writing, client contact (attending all meetings), maintaining compliant records and assisting in business development. You must have previous relevant experience as a Paraplanner working within a HNW environment and be comfortable dealing with clients at that level. You will have attained DipPFS as a minimum and have an in depth technical understanding of the pensions and investments market.

This is a fast paced, vibrant working environment and my client is looking for confident ambitious individuals to help drive their business forward. They offer one of the best propositions in the market for both client and employees and it's an opportunity not to be missed.