Senior Paraplanner

5 days ago


London, United Kingdom Vision-FS Recruitment Full time

**Position**: Senior Paraplanner

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

**Minimum Requirements**: Hold Chartered Status (Level 6); Three years+ paraplanning experience

**Salary/package**: £50,000 to £60,000 + bonus + 27 days' annual leave + pension + PMI + study support

**YOUR NEW COMPANY**

Established in 2002, our client is a Chartered Financial Planning Firm based in London which provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad.The businessacts for a wide range of clients, and is recognised as being a leader in its field by both third party professionals and industry media.

**THE ROLE**

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

- delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- providing technical resource to the adviser team
- acting as an effective point of liaison between adviser and support teams
- contributing to the continued improvement of the client experience

**REQUIREMENTS**
- Qualified to QCF level 6 and have worked as a paraplanner at a senior level previously (minimum 3 years experience)
- Have experience of dealing with arrangements such as family investment companies, share options (inc. EMI) and international pensions

**REMUNERATION / PACKAGE**

The package for the Senior Paraplanner role is as follows:

- Competitive salary of between £50,000 and £60,000
- Discretionary bonus
- 27 days' annual leave
- Large pension
- PMI
- Study support
- Various other benefits

**Next steps**:


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