Paraplanner
3 days ago
**Paraplanner**
Salary Range: £45K-£60K dependent on skills and experience
home based -must live within a commutable distance to London
Full time
Our client, Oak Private Wealth have an exciting opportunity to join an existing team of three within an independent whole of market financial advice firm based in the City of London. They manage a loyal client base of 148 families with over £120m under managementand are seeking a focused and dynamic team player to assist the adviser in meeting the ongoing advice needs of their clients.The award-winning adviser is 46, a Fellow of the CII, Chartered, Certified and TEP, has managed before and can help you develop your skills.
Oak Private Wealth primarily see this role as a **senior paraplanner/shadow adviser** where you will work directly with the adviser, learning as you go, gaining exposure to all their clients, attending meetings and depending on your preferences,gradually taking responsibility for these clients, decisions, systems and practices.
The position will appeal if you are an experienced paraplanner looking to step across into a client-facing role, or an adviser seeking exposure to a broader range of client scenarios, maintaining a central role in the advice process whilst working as partof a team, where you will have your voice and opinions heard.
The practice is located in London, but they are cloud based and the location and working practices of the new person can be flexible for the right applicant.
Experience
- Hold Chartered status (or working/thinking of working towards, which they would be happy to support)
- Experience of using Intelligence Office or similar back-office system
- Experience of using FE Analytics and O&M Profiler desirable but not essential
- Experience of using Voyant/Planlab cash flow software desirable but not essential
In return Oak Private Wealth will ensure that your salary is benchmarked each year so that you are paid in the top quartile of your profession (with benefits & holidays to match). They promise to train you, value you, listen to you and to adapt around yourneeds.
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