Paraplanner supporting 2 Chartered Advisers - £35k - £45k - City of London

Paraplanner supporting 2 Chartered Advisers - £35k - £45k - City of London - 2 days WFH after probation - Either diploma qualified, possibly 1 or 2 exams away from completion

My client are a boutique Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London & Southeast. In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £5m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.

The Managing Director is creating a brand-new role for a Paraplanner to be based in the City of London office 3 days per week after probation supporting 2 Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all paraplanning matters and report writing. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. But the Directors will consider a candidate with paraplanning experience approaching their diploma.

• Salary: £35k - £45k
• 3 days in the office per week in London
• Full study support package
• Benefits: pension, death in service cover, income protection,
• 25 days holiday + bank holidays
• Opportunity to work from home after passing probation

If this role sounds of interest or any other roles I am working on please get in touch.