Paraplanner Vacancy - Support 2 high billing advisersChartered Wealth Management FirmCity of London offices - 2 days WFH after onboarding and trainingBasic salary £45k - £55k + discretionary bonusFull study support to Chartered statusWorking with HNW & UHNW clientsMy client is a large Chartered independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK. The business has c.1000 staff overall who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £1m - multiple millions. The top Advisers manage over £100m of assets each and work in a pod structure. The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.The Managing Director is seeking a Paraplanner. The role will report into a dedicated Head of Paraplanning and you will work on behalf of 2 established advisers whose client banks generate £400k and £500k of ongoing advice fees respectively. The role will involve end to end report writing, cashflow modelling work and assisting with annual reviews. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £45k - £55k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business.For more details please contact Peter Fozard at Financial Divisions.
Back to searchParaplanner Vacancy - Support 2 high billing advisers - Up to £55,000 basic salary
Financial Divisions
Posted 5 hours ago, valid for 9 days
London, Greater London EC2V7NQ, England
Full Time
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Sonic Summary
- A Paraplanner vacancy is available at a Chartered Wealth Management Firm in the City of London, supporting two high billing advisers.
- The role offers a basic salary ranging from £45k to £55k, along with a discretionary bonus and full study support to achieve Chartered status.
- Candidates are expected to have experience in working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, ideally in financial advice.
- The position involves end-to-end report writing, cashflow modeling, and assisting with annual reviews, with the opportunity for remote work after onboarding.
- This is a secure and rewarding role within a reputable firm that is looking to expand, making it an ideal opportunity for someone seeking growth in their career.
