Senior Paraplanner

**Senior Paraplanner (Billericay, Essex) with some WFH - £45k - £60k including benefits package**

My client, are a Chartered wealth planning practice who I have places staff with. They have 3 offices across London and the South East with circa 70/80 staff. The business has been operating for over 20 years. They have an excellent reputation providingthe highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families across London & South East. The advisory team comprises of highly experienced Chartered Advisers who are supported by a pooled environmentof administrators and paraplanners, an operations function and HR team.

I am speaking directly to the Operations Director. They are opening a 4th office in Essex and one of the established Advisers and his immediate support staff will be occupying this new office. The Adviser is managing a very significant amount of assets andhas some of the businesses' highest net worth clients who live in East London & Essex but are working professionals in the City.

As part of the new office being established the Adviser is seeking a Diploma Qualified Paraplanner to work on a 1-2-1 basis alongside a small team of experienced Administrator. The Adviser would prefer a career paraplanner, but if you aspire to be an adviserin the future this is ok, but the Adviser would like you to stay in the paraplanning role for a few years. The business mix covers pensions, investments, lots of tax planning and trust planning as well as some protection work. If you have knowledge of thesystems: FE Analytics, Intelligent Office, Voyant or Centra then this would be highly advantageous.
- Salary: £50k - £60k (negotiable)
- 25 days annual leave + bank holidays (33 days)
- 37.5 hours per week (8.30 to 5 with hour for lunch)
- Pensions Contributions
- Medical Cash Plan & Life Cover
- Gym membership
- Free Parking

If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.

Contact Peter Fozard at Financial Divisions with a CV to be considered