Senior Paraplanner

2 months ago


London, United Kingdom Vision-FS Recruitment Full time

Paraplanner

**Position**: Paraplanner

**Location**: London/Hybrid (2 days per week working from home)

**Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience, ideally Chartered

**Salary/package**: £50,000 to £65,000 + bonus + benefits including pension + PMI + study support

**YOUR NEW COMPANY**

Our client is a Chartered Financial Planning Firm based across the UK which provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK. The business acts for a wide rangeof clients, and is recognised as being a leader in its field.

**THE ROLE**

The Paraplanner position is a hybrid role which allows for 2 days per week working from home. The role's duties include:

- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource and research to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Attending client meetings with IFA's/Financial Planners
- Contributing to the continued improvement of the client experience

**REQUIREMENTS**
- Level 4 qualified, ideally Chartered
- Worked as a paraplanner for at least 4 years

**REMUNERATION / PACKAGE**

The package for the Paraplanner role is as follows:

- Competitive salary of between £50,000 and £65,000
- Discretionary bonus
- 25 days' annual leave
- Excellent pension
- PMI
- Study support
- Various other benefits

**Next steps**:


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