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SENIOR PARAPLANNER (grow your technical knowledge and move into Advice), London, To £60k, Hybrid

Financial Divisions
Posted 5 days ago, valid for 24 days
Location

London, Greater London EC1R 0WX

Salary

£40,000 - £48,000 per annum

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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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  • The role is for a Technical Paraplanner with a diverse high-net-worth (HNW) client portfolio in a London-based independent IFA firm.
  • Candidates must be fully qualified with a Level 4 Diploma and have experience in paraplanning, particularly with clients exceeding £1 million in assets under management.
  • The position offers a competitive salary and excellent benefits, including study support for Chartered status, hybrid working, and a mentoring program.
  • This opportunity arises due to an internal promotion, providing a defined route to Adviser for the right candidate.
  • The firm values technical expertise and offers a collaborative, sociable environment that supports professional growth.

Excellent benefits package including study support towards Chartered, hybrid working, mentoring programme, wonderful vibe and offices, collaborative environment

Immerse yourself into a Technical Paraplanning role with a diverse HNW client portfolio. Due to an internal promotion, you will also now be offered a defined route to Adviser with this independent IFA working out of their charming London Offices. As a professional fully Qualified Diploma Paraplanner you will be offered this wonderful opportunity to join this sociable, yet fully committed team and fast track your career showing your true technical expertise.Opportunity Highlights** Role has arisen due to promotion of the present Paraplanner to Advice** Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm** Clients are all HNW, many exceed £1m AUM so technical knowledge is paramount** Support Advisers with full paraplanning support including report writing, conducting research, preparing presentation for recommendations with the opportunity to attend client meetings working with HNW Clients** Improve your Technical Paraplanning expertise by working with some of the best in the industry** The team work to the highest of standards and enjoy the recognition and rewards they are presented with in a relaxed although hardworking environment.** Be part of a fast-developing business where great importance will be placed on the future growth of their people as well as the business.** Progression to Chartered Status is encouraged** Suitable for either a Paraplanner looking to develop their Technical knowledge or to transition into Advice once fully established** Excellent sociable environment with a superb benefits packagePlease contact Camilla Howden at Financial Divisions.

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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.