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EXCEPTIONAL PARAPLANNING OPPORTUNITY ( 2 days in the office), City of London, c £45k

Financial Divisions
Posted a day ago, valid for 12 days
Location

London, Greater London EC2V7NQ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An experienced Paraplanner is sought for a structured career path in a multi-award-winning business, focusing on high-net-worth technical cases.
  • Candidates should be Level 4 Qualified and actively working towards Level 6, with an independent background, although those with one outstanding RO paper may also be considered.
  • The role involves delivering complex, tailored reports and collaborating closely with Advisers to conduct research and develop recommendations.
  • Strong communication, attention to detail, and organizational skills are essential, along with a positive and service-oriented mindset.
  • The position offers an excellent starting salary and a comprehensive benefits package, with the opportunity for career development.

Very comprehensive benefits package and amazing career development opportunities

Opportunity for an experienced Paraplanner looking for a structured career path and direction, to join a multi award winning business where you will gain exposure to HNW technical cases working with experienced Advisers providing expert financial advice to Private Clients, Corporates and Charities.

Opportunity Highlights

** This opportunity will suit a Level 4 Qualified Paraplanner actively working towards achieving Level 6 with an independent background.

** Talented Paraplanners with 1 outstanding RO paper will also be considered

** Enjoy delivering high level, complex reports written specifically for each client to provide a consistent high level of service and expertise.

**Work closely with the Advisers to provide research including recommendation and strategy reports.

** Have the confidence to challenge the Adviser to ensure the recommendation is appropriate and considerate to the Client

** Work closely with other Paraplanners and the Team Leader to share ideas and maintain best practice.

** Strong communication skills, attention to detail and organisation/prioritisation skills are paramount.

** Perfect role for a positive, fair, and friendly service-orientated person who is also commercially minded and driven.

** Excellent starting package including a comprehensive list of benefits

To discuss this excellent opportunity as a talented, dynamic Paraplanner either call Camilla Howden or email me.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.