3 x Paraplanner vacancies - 2 days in the office in London per week - £40k - £50k plus bonuses
My client are a Chartered independent wealth planning firm in Central London who I have met and placed 10 members of staff with. They 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 3000+ clients with assets ranging from £100k - £20m and £20bn AUM+ 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 business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 20 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners who all report into a Head of Paraplanning and Head of Administration. Staff are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Paraplanner to be based in the City of London office 2 days per week. This will be a client facing paraplanning role supporting a Chartered Financial Adviser. You will working on whole of market advice and you will get training to work on the more technical cases. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. There is a route to being an Adviser but not for 4 - 5 years.
- Salary: £40k - £50k basic salary
- Full study support towards Chartered status
- 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.