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PARAPLANNER ( Join a HNW Client Facing team), London, Hybrid working, To c£48/50k

Financial Divisions
Posted a day ago, valid for 6 days
Location

London, Greater London EC1R 0WX

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 excellent opportunity is available for a Paraplanner to join a vibrant Advice team at an award-winning independent London-based wealth management firm.
  • Candidates should possess a CII Level 4 Diploma and have at least 18 months of dedicated paraplanning experience.
  • The role offers a salary of £40,000 to £50,000, with opportunities for career progression and exposure to complex high-net-worth technical cases.
  • Employees will benefit from hybrid working conditions, a strong focus on work/life balance, and comprehensive mentoring towards achieving Chartered Status.
  • The firm emphasizes employee welfare and provides a supportive environment with a long list of additional benefits.

Study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.

Excellent opportunity to join a vibrant Advice team of an award-winning independent London based wealth management firm where a constant level of referrals and recommendations has resulted in the need for a further Paraplanner to join this team. Ideal opportunity to grow your Technical Paraplanning skills with the mentoring support provided by this technically strong team of professionals.

Opportunity Highlights

** Definite opportunity to progress your career with exposure to complex HNW technical cases

** Attend Client meetings and become involved with a very interesting range of Clients

** Opportunity to be funded and mentored to achieve your Chartered Status

** Work in a Pod with a very sociable Pod where they believe in creating a strong work/life balance.

** Enjoy a full paraplanning role ranging from providing comprehensive reports, through to cash flow modelling and full recommendations based on your analysis

** Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and their Clients

** Will suit a CII Level 4 Diploma Qualified individual with 18 months dedicated paraplanning experience.

** The business takes employee welfare seriously and ensures that each employee has the opportunity to achieve their personal goals.

Please send you CV to Camilla Howden at Financial Divisions.

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.