- Paraplanner Vacancy
- Work in the pod of a high billing adviser
- Up to £48,000 - Chartered IFA firm
- Central London Office - Near Charing Cross Station
My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 15+ staff with over the past 3 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over 1000 clients in their current setup with cases ranging from £100k - £10m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.
The Advisers are supported by a highly experienced team of Administrators & Paraplanners. They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business who are making many positive changes to the business. The Managing Director is creating a brand new role for a Paraplanner to work in the pod of a high billing adviser. You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients. The role requires a candidate to be Level 4 Diploma qualified as a minimum. You will receive a full study support package towards achieving Chartered Status if you are working towards this.
- Paraplanner - Must be Diploma Qualified
- Salary: £45k - £48k plus benefits package
- 3 days in the office per week after initial onboarding
- Full study support towards Chartered status
If either of these roles sounds of interest or any other roles I am working on please get in touch.