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Paraplanner

4 months ago

London, United Kingdom Financial Divisions Full time

Experienced Paraplanner needed to work with 2 Advisers

Offices near Piccadilly Circus/Green Park (London)

Basic salary £45k - £55k + benefits package

Full study support to Chartered status and route to Adviser

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


My client is an award winning medium sized Chartered independent financial advice business based in the heart of the West End. 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 a Paraplanner who is diploma qualified and has at least 2 years of solid paraplanning experienced. The role will report into a dedicated Head of Paraplanning and you will work with 2 advisers and attend client meetings and work with some technical cases. Prior experience being client facing would be helpful but it is not essential. You must be adept at writing suitability reports on pensions, investments, tax planning affairs, cashflow modelling etc and experience with Voyant and FE Analytics would be advantageous.


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 then they can offer this route for you but a career paraplanner would be ideal.


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. 2 years of experience for the lower salary offering and 5+ years for the higher end. They would like someone to be office based for the first 8 weeks then you can WFH 2 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