Job Description
- Paraplanner Vacancy - Amazing opportunity for an ambitious Paraplanner
- Working in a pod with a high billing adviser
- City of London offices (near Bank tube station)
- £35k - £42k basic salary + discretionary bonuses
- Full study support package and progression opportunities
- 12- 18 months of paraplanning experience needed
- Hybrid working is on offer after onboarding and training
My client is a Chartered independent financial advice business in the City of London who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK, but mainly London and Southeast based.
The business has 120+ staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £500k - multiple millions. The top Advisers manage close to £200m of assets. The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.
The Head of Paraplanning is seeking a Paraplanner who is studying towards their level 4 diploma or has completed it already and is looking to take the next step in their paraplanning career. You will be involve din the annual review process with the adviser's clients and be writing end to end report writing, compiling advice with the advisers, cashflow modelling work. The adviser has clients with on average £500k - £1m invested but a few clients have multiple millions so you will get involved in some technical cases.
You will have support from a dedicated Practice Manager and team of experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £42k basic salary depending on your experience levels. You will be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status.
For more details please contact Peter Fozard at Financial Divisions.
