Experienced Paraplanner (minimum 2 years of paraplanning experience)
Offices in City of London
Basic salary £45k - £55k + benefits package
Full study support to Chartered status
3 days WFH per week after induction and training
My client is an award winning large Chartered independent financial advice business based in the heart of the City of London. Levels of assets range from £200k - £20m. The business has c.1000 staff across the UK and they have ambitious plans to expand and grow in a measured and balance fashion.
The Managing Director is creating a brand-new role within the business for 2 new Paraplanners are who diploma qualified and have 2 years of solid paraplanning experienced as a minimum. The role will report into a dedicated Head of Paraplanning who will be your point of contact for support and day to day queries. You must be adept at writing suitability reports on pensions, investments, tax planning affairs, cashflow modelling etc and experience with Voyant and FE Analytics would be advantageous.
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 but this would not be for 4 - 5 years, a career paraplanner would be ideal. 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 - £55k basic salary depending on your experience levels.
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