Financial Paraplanner

3 days ago


London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services.

As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK.

The firm has a strong reputation for providing expert advice on pensions, investments, retirement planning, tax planning, IHT, trusts, and mortgages. You will have the opportunity to work with clients from various backgrounds, including the creative industries, with assets ranging from £100k to multiple millions.

The Managing Director is creating a new role within the business for a diploma-qualified Paraplanner who aspires to progress to a Financial Planner within five years. The role offers a secure and rewarding career path with an excellent benefits package and bonus structure.

The salary for this role is between £45k and £55k, depending on your experience levels. You will be required to work in the office for the first eight weeks and then have the option to work from home three days a week.

If you are a motivated and organized individual with a passion for financial services, this role could be the perfect opportunity for you to develop your skills and advance your career.

For more information, please contact Peter Fozard at Financial Divisions.

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