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3 x Paraplanner vacancies

3 months ago


London, Greater London, United Kingdom Financial Divisions Full time

We're hiring for 3 Paraplanner roles

Are you a Level 4 qualified Paraplanner looking to join a Chartered independent wealth planning firm in Central London? This company is well-established and focuses on providing whole of market financial advice to HNW retirees, accumulators, local families, and SME owners in London & Southeast. They manage the affairs of over 3000 clients with assets ranging from £100k to £20m, with a total AUM exceeding £20 billion.

About the Company:
- They prioritize exceptional client service and have high client retention rates with relationships that span over two decades.
- The team is supported by skilled Administrators & Paraplanners managed by experienced Heads of Paraplanning and Administration.
- The Managing Director is opening a new Paraplanner role in their London office for client-facing duties twice a week, supporting a Chartered Financial Adviser.
- The role involves working on whole market advice with training provided for complex cases, making it ideal for someone on the path to Chartered Status.
- Progression opportunities are available with a possibility of becoming an Adviser in the future.

Key Details:

  • Salary: £40k - £50k
  • Study support towards achieving Chartered status
  • Benefits: pension, death in service cover, income protection
  • 25 days holiday plus bank holidays
  • Potential to work remotely after probation period

If this opportunity excites you or if you're interested in other roles, feel free to reach out