Paraplanner
1 month ago
2 x Paraplanner Vacancies – Up to £65,000 - Chartered IFA firm - West End Offices (Central London)
My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over 1000 clients in their current setup with cases ranging from £100k - £10m 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 of which I have placed 20+ members of them over the past 5 years. They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business who are making many positive changes to the business. The Managing Director is creating 2 brand new roles for Paraplanners. You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients. Both roles require a candidate to be Level 4 Diploma qualified as a minimum. You will receive a full study support package towards achieving Chartered Status.
Senior Paraplanner – Must be Diploma Qualified and working to Chartered
Working on a 1-2-1 basis with the Managing Director
Salary - £55k - £65k
Must be diploma qualified and close to Chartered
Benefits: pension, death in service cover, income protection,
25 days holiday + bank holidays
Paraplanner – Must be Diploma Qualified
Salary: £45k - £50k
3 days in the office per week after initial onboarding
Full study support towards Chartered status
Benefits: pension, death in service cover, income protection,
25 days holiday + bank holiday
If either of these roles sounds of interest or any other roles I am working on please get in touch -
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