Paraplanner Vacancy - Support 2 high billing advisersChartered Wealth Management FirmCity of London offices Basic salary up to £50k + 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 £40k - £50k 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 £50k basic salary
Financial Divisions
Posted 17 hours ago, valid for 7 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 located in the City of London.
- The role supports two high billing advisers and offers a basic salary of up to £50k, along with a discretionary bonus.
- Candidates are expected to have a minimum of 2 years of experience in a similar role.
- The position involves tasks such as report writing, cashflow modeling, and assisting with annual reviews for HNW and UHNW clients.
- The firm provides full study support to achieve Chartered status and offers the opportunity to work from home two days a week after establishing in the role.
