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Chartered Paraplanner

3 months ago

Barnet, Greater London, United Kingdom mbf. Full time

Our client, an UHNW financial advice practice with offices close to Finchley, now requires a Chartered Paraplanner to support consultants providing financial planning advice across investment management, life insurance, corporate pensions and tax planningfor an extremely High Net Worth client portfolio.


As the most senior Paraplanner within this boutique and UHNW business, you will be assisted by a team of administrators in providing technical support to the Directors of the business.

The role will include research, preparing suitability letters, annual reports, making recommendations for client meetings and attending client meetings.


To be considered for this role you will be a motivated Paraplanner with a strong knowledge of the pensions market.

You will also be qualified to Chartered level as a minimum.

An excellent opportunity to work within a forward thinking and well respected establishment.

On offer is a basic salary of up to £75,000, Bonus & Benefits. This is an office based role.