Junior Paraplanner
2 days ago
**Junior Paraplanner - (Transition from admin to paraplanner) £30k - £40k including attractive benefits package - Central London**
Are you an IFA administrator looking to step into paraplanning? Do you have an extensive background in private client wealth management supporting Advisers on clients’ financial affairs?
My client, who I have placed several members of staff with [who are thriving in their roles] are a Chartered wealth planning practice with offices in Central London who have been operating for over 20 years. They have an excellent reputation providing the highestlevels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families.
I am speaking directly to the Head of Paraplanning. Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations and therefore do not need to do any marketing activities. A large proportionof the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of this ongoing success, a brand-new vacancy has been createdby the CEO for a Junior Paraplanner.
Salary - up to £40k (negotiable)
Office in West End (London)
Benefits: pension, death in service cover, medical cash plan
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you.
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