Paraplanner - Bromley - £40k - £60k Including

3 weeks ago


Bromley, United Kingdom Financial Divisions Full time

**Paraplanner - Billericay (Essex) with some WFH - £40k - £60k including benefits package**

Are you a Paraplanner with an extensive background in private client wealth management supporting Chartered Advisers on clients’ financial affairs? Do you relish working in an environment where the client is put first, and their long-term financial healthand stability is at the heart of your objectives.

My client, are a Chartered wealth planning practice with offices across the Southeast who have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals,retirees, accumulators and families across London & South East. They do have some corporate clients as well who are looked after by a specific adviser. My client has offices across Central London, Hertforshire & Essex with a highly experienced team of Self-Employed Chartered Advisers who are supported by a pooled environment of administrators and paraplanners.

Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations and therefore do not need to do any marketing activities. A large proportion of the advice they are giving is across Pensions,Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for a highly experiencedParaplanner.

One of the Advisers is seeking a Diploma Qualified Paraplanner to work on a 1-2-1 basis alongside an experienced Administrator in their newly established Kent office. This role will be suitable for a Paraplanner who is diploma qualified and possibly is ontheir way to their Chartered Status. Full study will be given if you are undertaking your final exam.
- Salary: £40k - £60k (negotiable)
- 25 days annual leave + bank holidays (33 days)
- 37.5 hours per week (8.30 to 5 with hour for lunch)
- Benefits after probation - pension contributions, death in service cover, medical cash plan

If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch. Contact Sarah Austin-Peggsat Financial Divisions


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