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Paraplanner Vacancy - £50k - £65k, Chartered IFA firm working with HNW & UHNW clients

Job LocationLondon
EducationNot Mentioned
Salary£50,000 - £65,000 per annum, negotiable, inc benef
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Paraplanner Vacancy - £50k - £65k, Chartered IFA firm - Work with Managing Director My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London & Southeast. They have over 1000clients in their current setup with assets ranging from £100k - £10m to invest. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 20+ members of them over the past 5 years. They are pushing the business forward in a positive fashion with following a recent acquisitionand some senior hires at executive level who are making many positive changes to the business.The Managing Director is creating a brand new role for a Senior Paraplanner to be supporting the team of Chartered Financial Advisers. You will occasionally attend meetings with the Adviser and be their "go-to-person" relating to all technical matters and reportwriting. You will working on the more technical cases and have a genuine input into the advice given to the clients and you will be engaging with the Adviser on the best course of action for each client as opposed to simply writing Suitability Reports. Thisrole will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status.

  • Salary: £50k - £65k
  • 4 days in the office per week, then reducing to 3 days
  • Full study support towards Chartered status
  • Benefits: pension, death in service cover, income protection,
  • 25 days holiday + bank holidays
If this role sounds of interest or any other roles I am working on please get in touch.

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