- Senior Paraplanner with a route to being an Adviser
- North London - Up to £60k basic salary
- 25 days holiday, PMI, Life Assurance, option to buy more holiday
- Full study support to Chartered status
- Work on a 1-2-1 basis with a high billing adviser
- 3 days in the office 2 days working from home per week
My client is a medium sized 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.40 staff overall who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £1m - multiple millions. The Advisers manage very significant assets each and work in a pod structure with Paraplanners attending meetings with the Advisers.
The Managing Director is creating a brand-new role within the business for Paraplanner who is diploma qualified. You will work on a 1-2-1 basis with a a high billing Adviser and attend client meetings and work with some technical cases with clients who have very substantial assets to invest (Up to £5m).
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 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 £50k - £60k 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.
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.