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Paraplanner

2 months ago

London Area, United Kingdom Financial Divisions Full time

Brand new role - Paraplanner - Wealth Management Firm

Offices in London (West End)

Basic salary £45k - £55k

Full study support to Chartered status

First 8 weeks in the office then 2 days WFH per week

Working closely with 2 young and dynamic Financial Advisers


My client is a medium sized 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 to clients across the UK. Notably many clients are from the creative industries with varying levels of assets ranging from £100k - multiple millions. The business has c.100 staff and they have 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 creating a brand-new role within the business for Paraplanner who is diploma qualified. The role will report into a dedicated Head of Paraplanning and you will work with a selection of advisers then you will be allocated your own Adviser in good time. You will get to attend client meetings and work with some technical cases.


My client are very open with regards to what they can offer a candidate career-wise. The role would be suitable for a Paraplanner who is level 4 diploma qualified and is looking to study towards Chartered status. If you aspire to progress to be a Financial Planner in 4 - 5 years' time then they can offer this route for you but a career paraplanner would be ideal. The firm is growing following numerous recommendations and referrals so the there is a genuine route for the right candidate who shows promise to be advising.


A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £45k - £55k basic salary depending on your experience levels. They would like someone to be office based for the first 8 weeks then you can WFH 3 days per week.


If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.