Paraplanner

BRAND NEW ROLE:
Paraplanner Vacancy Up to £60,000 plus bonus and benefits 3 years of paraplanning experience is required 2 - 3 days in the office per week after onboarding/training City of London Offices My client are an award winning independent wealth planning firm in the City of London with several billion AUM who I have met and placed several staff with. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast.

They have over an abundance of clients in their current setup with cases ranging from £200k - £10m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners.

The Managing Director is creating a brand-new role for a Paraplanner to support a group of highly established advisers who manage the affairs of longstanding high net worth clients. You will receive a full study support package towards achieving Chartered Status if you are working towards this. There is an award-winning training and development setup across the support functions, enabling you further your skillset and professional development.

There is a route to advising in 3 - 4 years, but the preference would be a career paraplanner. If this sounds of interest or any other roles I am working on please get in touch.