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 helping to deliver exceptional client experiences.

The firm is a medium-sized, Chartered independent financial advice business with a strong reputation for providing high-quality advice on pensions, investments, retirement planning, tax planning, IHT, trusts, and mortgages to clients across the UK.

With a focus on the creative industries, the firm's clients have varying levels of assets, ranging from £100k to multiple millions.

The Managing Director is creating a brand-new role for a diploma-qualified Paraplanner who aspires to progress to a Financial Planner within five years.

This secure and rewarding role offers an excellent benefits package and bonus structure, with a basic salary of £45k-£55k depending on experience.

The ideal candidate will be office-based for the first 8 weeks, followed by 3 days of remote work per week.

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

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