Paraplanner - Chartered Wealth Management Firm
City of London offices - 2 days per week
Basic salary £45k - £53k + discretionary bonus
Full study support to Chartered status
Client facing role working closely with Advisers
Working with HNW & UHNW clients - £1m - £20m per client
My client is a large Chartered independent financial advice business 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. The business has c.1000 staff overall who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £1m - multiple millions. The top Advisers manage over £100m of assets each and work in a pod structure. 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 Managing Director is creating a brand-new role within the business for Paraplanner who is diploma qualified. The role will report into a dedicated Head of Paraplanning and you will work on a 1-2-1 basis with a high billing Adviser. You will get to attend client meetings and work with some technical cases with clients who have very substantial assets to invest (Up to £20m).
My client are very open with regards to what they can offer a candidate career-wise. The role would be suitable for a Paraplanner who is level 4 diploma qualified and is looking to study towards Chartered status. If you aspire to progress to be a Financial Planner in 4 - 5 years' time then they can offer this route for you. The firm is growing following numerous recommendations and referrals so the there is a genuine route for the right candidate who shows promise to be advising.
A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £45k - £53k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH 3 days per week once you are established in the business. You can be based in either their City of London office.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.