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- BRAND NEW ROLE: Paraplanner Vacancy
- 2 years of paraplanning experience is required
- Work in the pooled team
- 2 days in the office per week after onboarding/training
- City of London Offices
- Up to £48,000 - Chartered IFA firm
My client are an award winning Chartered independent wealth planning firm in the City of London with £20bn AUM who I have met and placed 20+ staff with over the past 5 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over an abundance of clients in their current setup with cases ranging from £200k - £50m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.
The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners. The Managing Director is creating a brand new role for a Paraplanner to support a group of highly established advisers who manage the affairs of longstanding high net worth clients. You will receive a full study support package towards achieving Chartered Status if you are working towards this. There is an award winning training and development setup across the support functions, enabling you further your skillset and professional development. There is a route to advising in 4 years but the preference would be a career paraplanner.
- Paraplanner - 2 years of paraplanning experience required
- Salary: £45k - £48k plus very attractive benefits package
- 2 days in the office per week after initial onboarding
- Full study support towards Chartered status
- Pension - 9% employer contribution
- Benefits: Life Assurance x 10, income protection 75% of salary
- Private medical cover, 25 days holiday (rising to 30 days after 5 years)
If either of these roles sounds of interest or any other roles I am working on please get in touch.
