Paraplanner with Defined Benefit transfer experience
London (Central), South, South East England
We are a growing Financial Planning firm based in Cheam. We deliver holistic financial planning to a wide range of clients including individuals, companies and trusts. We like to develop individuals with talent and promote from within.
Clairville York Ltd
4 June 2021
Investment, Pensions, Protection, Tax
Our continued growth means we have a vacancy for an additional Paraplanner/Adviser. This new role has arisen in part due to an increase in work on Defined Benefit Transfers. The ideal candidate will have the relevant qualifications and experience of working in this area.
This is an excellent opportunity for a career Paraplanner/technical specialist or someone already at or keen to move to a financial planner.
This is an opportunity to join a growing team where the remuneration structure rewards results. We also provide generous employee benefits, including pension, healthcare and life cover. We support and fund your study and qualifications to Chartered status and beyond.