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Paraplanner - London - £47,000

2 weeks ago


London, United Kingdom Financial Divisions Full time

We are supporting a highly professional and well know ethical firm of IFA’s in central London, looking to recruit an experienced paraplanner

You will be working within an IFA firm or an outsourced paraplanning firm servicing wealth management firms and the respective Advisers on clients’ pensions, protections, investments and tax planning?

Our client, is a large Chartered Independent Financial Advisory firms (IFA). They have an excellent reputation providing very solid financial advice to private clients ranging from £200k up to £5m. This firm is well established with a large team of financialadvisers based in their different offices across the UK with a full administrative, marketing and operations team supporting the Advisers.
Due to the promotion of a paraplanners to Adviser, a vacancy has become available with my client for a paraplanners to work directly under a Paraplanner Manager. You will be working on all aspects of paraplanning. Taking a lead role in managing the productionof reports and letters for clients, undertaking analysis of clients’ needs and wants and help the adviser recommend the best course of action.
This role will be suitable for a Paraplanner with a minimum of 3 year of paraplanning experience and is either diploma qualified or working towards their diploma qualification.
You will benefit from a very generous salary c£47,000 depending on your levels of experience, death in service benefit, life assurance and private medical cover, and extensive exposure to working with an experienced Adviser. You will receive a generous holidayallowance 25 days and you will be enrolled onto a pensions scheme and bonus scheme. Staff are regularly put on training programmes to benefit their development.
The role will allow a mix of work from home 2 / days in the office in London
If this role sounds of interest or any other roles I am working on please get in touch.