Career Paraplanner to Support High Billing Adviser

6 days ago


London, United Kingdom Financial Divisions Full time

**Plus full study support and biannual bonuses**

We are currently recruiting a Paraplanner role for one of our longest-standing clients, who is looking for a new member of staff to join the closet knit team. Having worked closely with this Chartered firm for circa 6 years, we have seen them consistentlygrow organically over this time. Our initial contact with them was when we placed the current MD there and then have helped support him with all his recruitment needs since.

Due to significant increases in new business this year, they are now looking for an additional Paraplanner to work closely with their highest billing Adviser to provide highly technical support to them.

They are ideally looking for someone that is already a Chartered Paraplanner but will provide full study support and structured training if you are not, to enable you to gain your chartered status. The Adviser works with a broad range of clients, who havebetween £750k - £10m of investable assets, so can offered a varied role for the successful applicant.

They provide a genuine holistic approach to the Advice that is giving, along with the usual offering, they also provide advice on wills, trusts, and estate planning.

The role will offer a high degree of autonomy, where you will work closely with the Adviser and their clients, taking a proactive approach at all levels, and where you input will be actively encouraged. The firm can offer a fantastic team environment, whereeveryone’s input is welcome, and a structured training program will be put in place to enable you to achieve your career goals, within a mutually agreed time frame.

Possible options for the future, would be to step into a Head of Paraplanning role, if that would be of interest to you, although this is not essential if you have no desire to manage staff. The MD is one of the most ethical, decent, and genuinely inspiringclients I work with, and I have always had very positive feedback from all the staff I have placed with them.

The role also has the added advantage of being part home and part office based.

Would you be interested in finding out more about this role?



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